Plan Snapshot
- Plan Sponsor: Asoc Suscripcion Conjunta Seguro Responsabilidad Obligatorio
- Sponsor EIN: 660541406
- Sponsor Address: PO BOX 11457, SAN JUAN, PR, 009102557
- Plan Type: DC
- Total Participants: 107
- Total Assets: $15.3M
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 | 107 | $15.3M | $196,428 | $404,878 |
| 2023 | 106 | $13.3M | $194,602 | $387,261 |
| 2022 | 117 | $11.1M | $192,833 | $389,517 |
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 |
|---|---|---|---|---|
| BPPR- POPULAR FIDUCIARY SERVICES | RECORDKEEPING & TRUSTEE | $33,251 | $1,039 | $34,290 |
| 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: $34,290
- Estimated Expense Ratio: 0.225% 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 | $19,726 | — | — | — | — |
| 2023 | $23,200 | — | — | — | — |
| 2022 | $12,769 | — | — | — | — |