Herbert LEWY signed Microsoft Operations Puerto Rico, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Microsoft Operations Puerto Rico, LLC's EIN is 98-0459037.
Download the official 2023 Form 5500 (PDF) for Microsoft Operations Puerto Rico, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Microsoft Operations Puerto Rico, LLC'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 | $875 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $25.1M | 80.0% | |
| [Assets held in employer securities] | Other | — | — | $5.3M | 16.8% | |
| [Assets held in interest-bearing cash] | Other | — | — | $760K | 2.4% | |
| [Assets held in participant loans] | Other | — | — | $215K | 0.7% |
