Plan Snapshot
- Plan Sponsor: Centro De Servicios Primarios De Salud De Patillas, INC. Savings Plan
- Sponsor EIN: 660430826
- Sponsor Address: PO BOX 697, PATILLAS, PR, 00723
- Plan Type: DC
- Total Participants: 195
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 195 | $7.7M | $0 | $0 |
| 2024 | 234 | $6.6M | $0 | $0 |
| 2023 | 238 | $4.7M | $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 |
|---|---|---|---|---|
| PKF PUERTO RICO LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $81,635 | — | $81,635 | — | — |
| 2024 | $52,575 | — | $52,575 | — | — |
| 2023 | $42,825 | — | — | — | $42,825 |