Plan Snapshot
- Plan Sponsor: Autokirei LLC
- Sponsor EIN: 660527344
- Sponsor Address: PO BOX 191958, SAN JUAN, PR, 009191958
- Plan Type: DC
- Total Participants: 479
- Total Assets: $7.4M
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 | 479 | $7.4M | $0 | $1.2M |
| 2023 | 474 | $5.9M | $0 | $1.1M |
| 2022 | 425 | $4.2M | $0 | $1.2M |
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/RKEEPER | $7,634 | $969 | $8,603 |
| 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: $8,603
- Estimated Expense Ratio: 0.116% 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 | $9,005 | — | — | — | — |
| 2023 | $3,813 | — | — | — | — |
| 2022 | $2,078 | — | — | — | — |