Plan Snapshot
- Plan Sponsor: Colegio Sagrado Corazon De University Gardens INC
- Sponsor EIN: 660259034
- Sponsor Address: URB. UNIVERSITY GARDENS, SAN JUAN, PR, 00927
- Plan Type: DC
- Total Participants: 51
- Total Assets: $564,461
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 | 51 | $564,461 | $39,566 | $52,093 |
| 2023 | 70 | $437,458 | $15,885 | $41,157 |
| 2022 | 60 | $333,196 | $30,903 | $40,002 |
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 A.I.C.A | Recordkeeper | $6,607 | — | $6,607 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,607
- Estimated Expense Ratio: 1.170% 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 | $9,718 | — | $8,058 | — | — |
| 2023 | $12,330 | — | $6,144 | — | — |
| 2022 | $8,857 | — | — | — | — |