Plan Snapshot
- Plan Sponsor: Aspen Surgical Puerto Rico Corp.
- Sponsor EIN: 660748640
- Sponsor Address: PO BOX 2007, LAS PIEDRAS, PR, 00771
- Plan Type: DC
- Total Participants: 170
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 170 | $4.0M | $174,976 | $422,242 |
| 2023 | 174 | $3.7M | $167,491 | $425,079 |
| 2022 | 186 | $3.0M | $153,645 | $433,888 |
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 | TRUSTEE / RK FEES | $7,668 | $1,494 | $9,162 |
| RODRIGUEZ-SANABRIA & CO. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,162
- Estimated Expense Ratio: 0.229% 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 | $33,389 | — | — | — | — |
| 2023 | $4,809 | — | — | — | — |
| 2022 | $4,901 | — | — | — | — |