Plan Snapshot
- Plan Sponsor: Aps Healthcare Puerto Rico, INC.
- Sponsor EIN: 660567825
- Sponsor Address: PO BOX 71474, SAN JUAN, PR, 00936
- Plan Type: 401(k)
- Total Participants: 406
- Total Assets: $12.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 406 | $12.5M | $296,158 | $756,780 |
| 2023 | 417 | $10.4M | $356,905 | $771,179 |
| 2022 | 397 | $8.5M | $345,816 | $794,693 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $63,251 | — | $63,251 |
| GALINDEZ LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALINDEZ LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,251
- Estimated Expense Ratio: 0.506% 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 | $59,652 | — | $59,652 | — | — |
| 2023 | $49,011 | — | $49,011 | — | — |
| 2022 | $51,764 | — | $51,764 | — | — |