# Aspen Surgical Puerto Rico Corp. DC Plan
Source: https://planprovider.pro/companies/aspen-surgical-puerto-rico-corp-plan

> Aspen Surgical Puerto Rico Corp.'s DC plan: 170 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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