Plan Snapshot
- Plan Sponsor: Bbdo Puerto Rico, INC.
- Sponsor EIN: 660381936
- Sponsor Address: PO BOX 11854, SAN JUAN, PR, 009221854
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 41
- Total Assets: $1.5M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 41 | $1.5M | $0 | $0 |
| 2024 | 66 | $1.3M | $23,571 | $47,141 |
| 2023 | 41 | $1.1M | $29,023 | $58,046 |
| 2022 | 37 | $932,848 | $27,343 | $54,686 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $7,995 | — | $7,995 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,995
- Estimated Expense Ratio: 0.548% 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 |
|---|---|---|---|---|---|
| 2025 | $41,361 | — | — | — | — |
| 2024 | $66,299 | — | — | — | — |
| 2023 | $20,825 | — | — | — | — |
| 2022 | $50,689 | — | — | — | — |