Plan Snapshot
- Plan Sponsor: Colegio Marista
- Sponsor EIN: 660263752
- Sponsor Address: ALTURAS DE TORRIMAR, CALLE M. CHAMPAGNAT, PR, 00969
- Plan Type: DC
- Total Participants: 194
- Total Assets: $7.1M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 194 | $7.1M | $0 | $0 |
| 2024 | 123 | $6.3M | $0 | $0 |
| 2023 | 161 | $5.7M | $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 |
|---|---|---|---|---|
| VERONICA E. CANELLAS CPA | 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 | $6,600 | $6,600 | — | — | — |
| 2024 | $10,593 | $10,593 | — | — | — |
| 2023 | $6,481 | $5,698 | — | — | — |