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Original filing (PDF)20240715085354NAL0000710067001
MICROSOFT OPERATIONS PUERTO RICO, LLC
Form 5500
FILING_RECEIVED
ONE MICROSOFT PUERTO RICO RETIREMENT PLAN ONE MICROSOFT PUERTO RICO RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
93
Accounts w/ balance
247
Plan assets (EOY)
$31.4M
Net assets (EOY)
$31.4M
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MICROSOFT OPERATIONS PUERTO RICO, LLC.
Plan sponsor
Name
MICROSOFT OPERATIONS PUERTO RICO, LLC
EIN
98-0459037
Address
DR JOHN A SMITH 1200 · HUMACAO, PR · 00791
Phone
(178) 728-5860
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3C · Not intended to be qualified
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BPPR - POPULAR FIDUCIARY SERVICES | 66-0561870 | — | TRUSTEE/RECORDKEEPER | $875 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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