Plan Snapshot
- Plan Sponsor: Abarca Health LLC
- Sponsor EIN: 660742627
- Sponsor Address: 1606 AVE. PONCE DE LEON, SAN JUAN, PR, 009094830
- Plan Type: DC
- Total Participants: 540
- Total Assets: $13.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 540 | $13.4M | $604,440 | $1.7M |
| 2023 | 472 | $9.7M | $399,286 | $1.4M |
| 2022 | 385 | $6.6M | $494,578 | $1.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| DE ANGEL & COMPANIA CPA, LLC. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | — | — | — | — | — |
| 2023 | $8,477 | — | — | — | — |
| 2022 | $16,097 | — | — | — | — |