Plan Snapshot
- Plan Sponsor: Cemex De Puerto Rico, INC.
- Sponsor EIN: 660189525
- Sponsor Address: P.O. BOX 364487, SAN JUAN, PR, 009364487
- Plan Type: DB
- Total Participants: 28
- Total Assets: $24.5M
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. |
|---|---|---|---|---|
| 2024 | 28 | $24.5M | $510,801 | $0 |
| 2023 | 28 | $23.7M | $0 | $0 |
| 2022 | 31 | $23.3M | $0 | $0 |
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 |
|---|---|---|---|---|
| BANK OF AMERICA | NONE | $144,940 | — | $144,940 |
| 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: $144,940
- Estimated Expense Ratio: 0.593% 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 | $144,940 | $106,478 | — | — | — |
| 2023 | $134,873 | $122,714 | — | — | — |
| 2022 | $159,367 | $142,730 | — | — | — |