Plan Snapshot
- Plan Sponsor: Atlantis Health Care Group Of Puerto Rico, INC.
- Sponsor EIN: 660586648
- Sponsor Address: PO BOX 1350, TRUJILLO ALTO, PR, 00978
- Plan Type: DC
- Total Participants: 429
- Total Assets: $1.9M
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 | 429 | $1.9M | $131,600 | $290,959 |
| 2023 | 439 | $1.5M | $91,468 | $257,156 |
| 2022 | 466 | $965,926 | $42,808 | $230,931 |
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 FEES | — | $6,935 | $6,935 |
| RSM PUERTO RICO | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,935
- Estimated Expense Ratio: 0.356% 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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |