# Acosta & Ramirez Law Office, LLC 401(k) Plan
Source: https://planprovider.pro/companies/acosta-ramirez-law-office-llc-plan

> Acosta & Ramirez Law Office, LLC's 401(k) plan: 21 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Acosta & Ramirez Law Office, LLC

- **Sponsor EIN:** 660578106

- **Sponsor Address:** PO BOX 195492, SAN JUAN, PR, 00919

- **Plan Type:** 401(k)

- **Plan Number:** 002

- **Total Participants:** 21

- **Total Assets:** $5.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|21|$5.3M|$237,860|$122,987|

| 2023|19|$4.6M|$216,199|$129,580|

| 2022|15|$3.9M|$202,424|$124,652|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|Recordkeeper|$7,009|—|$7,009|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $7,009

- **Estimated Expense Ratio:** 0.133% of plan assets

### 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|$88,864|—|—|—|—|

| 2023|$61,419|—|—|—|—|

| 2022|$245,653|—|—|—|—|

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