Vivian Martinez signed Microsoft Caribbean, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Microsoft Caribbean, Inc.'s EIN is 91-1590503.
Download the official 2024 Form 5500 (PDF) for Microsoft Caribbean, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Microsoft Caribbean, Inc.'s plan includes profit-sharing, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BPPR - POPULAR FIDUCIARY SERVICES | 66-0561870 | — | TRUSTEE/RECORDKEEPER | $375 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PLAN SPONSOR STOCK Microsoft Corporation ** Common Stock | Common Stocks | — | — | $5.0M | 14.8% | |
| T Rowe Price Retirement 2040 Fund - Advisor Class Registered Investment Company | Mutual Funds | — | — | $4.3M | 12.7% | |
| T Rowe Price Growth Stock Fund - Advisor Class Registered Investment Company | Mutual Funds | — | — | $4.3M | 12.6% | |
| T Rowe Price Retirement 2030 Fund - Advisor Class Registered Investment Company | Mutual Funds | — | — | $4.1M | 12.0% | |
| Vanguard Windsor II Fund Investor Shares Registered Investment Company | Mutual Funds | — | — | $3.3M | 9.8% | |
| T Rowe Price Retirement 2050 Fund - Advisor Class Registered Investment Company | Mutual Funds | — | — | $1.7M | 5.1% | |
| BlackRock Total Return Fund Registered Investment Company | Common Stocks | — | — | $1.7M | 4.9% | |
| T Rowe Price Retirement 2020 Fund - Advisor Class Registered Investment Company | Mutual Funds | — | — | $1.4M | 4.1% | |
| T Rowe Price Retirement 2045 Fund - Advisor Class Registered Investment Company | Mutual Funds | — | — | $1.4M | 4.0% | |
| American New Perspective Fund - Class R-4 Registered Investment Company | Common Stocks | — | — | $1.3M | 3.9% | |
| T Rowe Price Retirement 2035 Fund - Advisor Class Registered Investment Company | Mutual Funds | — | — | $1.2M | 3.5% | |
| Columbia Small Cap Index Fund - Class A Registered Investment Company | Common Collective Trusts | — | — | $1.0M | 3.0% | |
| T Rowe Price Retirement 2055 Fund - Advisor Class Registered Investment Company | Mutual Funds | — | — | $745K | 2.2% | |
| MONEY MARKET FUNDS Federated Trust for U.S. Treasury Obligations Fund - Registered Investment Company Institutional Shares | Cash / Money Market | — | — | $729K | 2.2% | |
| T Rowe Price Retirement 2060 Fund - Advisor Class Registered Investment Company | Mutual Funds | — | — | $380K | 1.1% | |
| T Rowe Price Retirement 2025 Fund - Advisor Class Registered Investment Company | Mutual Funds | — | — | $310K | 0.9% | |
| T Rowe Price Retirement 2010 Fund - Advisor Class Registered Investment Company | Mutual Funds | — | — | $303K | 0.9% | |
| MFS Research International Fund - Class A Registered Investment Company | Mutual Funds | — | — | $173K | 0.5% | |
| Participant Loans ** Interest 4.25% - 9.50%, maturing through September 2038 | Bonds / Notes | — | — | $132K | 0.4% | |
| TIME DEPOSITS Banco Popular de Puerto Rico ** Interest 3.784% as of December 31, 2024 | Bonds / Notes | — | — | $44K | 0.1% | |
| T Rowe Price Retirement 2015 Fund - Advisor Class Registered Investment Company | Mutual Funds | — | — | $27K | <0.1% | |
| S American Funds Bond Fund of Amer R4 Registered Investment Company | Mutual Funds | — | — | $23K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
