Asociacion Puertorriquenos En 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Asociacion Puertorriquenos En
  • Sponsor EIN: 231930630
  • Sponsor Address: 1900 N 9TH ST STE 102, PHILADELPHIA, PA, 191222028
  • Plan Type: 401(k)
  • Plan Number: 002
  • Total Participants: 367
  • Total Assets: $10.8M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023367$10.8M$911,031$497,139
2022309$8.5M$584,070$441,248

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