# Badillo Saatchi & Saatchi, INC. 401(k) Plan
Source: https://planprovider.pro/companies/badillo-saatchi-saatchi-inc-plan-002

> Badillo Saatchi & Saatchi, INC.'s 401(k) plan: 89 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Badillo Saatchi & Saatchi, INC.

- **Sponsor EIN:** 660503707

- **Sponsor Address:** PO BOX 11905, SAN JUAN, PR, 009140212

- **Plan Type:** 401(k)

- **Plan Number:** 002

- **Total Participants:** 89

- **Total Assets:** $12.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|89|$12.1M|$210,258|$277,515|

| 2023|89|$10.7M|$204,175|$254,543|

| 2022|94|$9.2M|$150,798|$193,418|

## 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|

| INDEPENDENT FINANCIAL GROUP LLC|Investment Advisor|$50,380|—|$50,380|

| EMPOWERADVISORY GROUP LLC|Other Service Provider|$18,370|—|$18,370|

| FALCON SANCHEZ & ASSOC PSC|Auditor|$13,520|—|$13,520|

| A & A EMPLOYEE BENEFITS CONSULTING|Other Service Provider|$9,264|—|$9,264|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $91,534

- **Estimated Expense Ratio:** 0.759% 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|$83,731|—|—|—|—|

| 2023|$58,183|—|—|—|—|

| 2022|$22,824|—|—|—|—|

## Similar Plans

- [Money Group, LLC](https://planprovider.pro/companies/ad-practitioners-llc-plan) — 116 participants

- [Badillo Saatchi & Saatchi, INC.](https://planprovider.pro/companies/badillo-saatchi-saatchi-inc-660503707-501) — 81 participants

- [Bbdo Puerto Rico, INC.](https://planprovider.pro/companies/bbdo-puerto-rico-inc-plan) — 41 participants

- [Synergy Holding Corp.](https://planprovider.pro/companies/synergy-holding-corp-plan) — 3 participants

- [Mercedes Negron Cruz](https://planprovider.pro/companies/mercedes-negron-cruz-plan) — 2 participants

- [Edgardo Rivera Melendez](https://planprovider.pro/companies/edgardo-rivera-melendez-plan) — 1 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/badillo-saatchi-saatchi-inc-plan-002)

© 2026 PlanProvider.Pro