Plan Snapshot
- Plan Sponsor: Cabrera, INC.
- Sponsor EIN: 660208833
- Sponsor Address: PO BOX 140400, ARECIBO, PR, 006140400
- Plan Type: 401(k)
- Total Participants: 227
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 227 | $4.0M | $102,760 | $318,792 |
| 2023 | 273 | $3.4M | $119,775 | $368,974 |
| 2022 | 237 | $2.8M | $121,388 | $374,759 |
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 CO OF AME | RECORDKEEPER | $23,512 | — | $23,512 |
| PENSION ADMINISTRATORS GROUP, INC. | CONTRACT ADMINISTRATOR | $10,359 | — | $10,359 |
| DRIVEN, PSC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DRIVEN, PSC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,871
- Estimated Expense Ratio: 0.842% 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 | $32,769 | — | — | — | — |
| 2023 | $57,588 | — | — | — | — |
| 2022 | $41,162 | — | $41,162 | — | — |