Colegio San Jose Marianist Corp. DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Colegio San Jose Marianist Corp.
  • Sponsor EIN: 660197896
  • Sponsor Address: PO BOX 21300, SAN JUAN, PR, 009281300
  • Plan Type: DC
  • Total Participants: 62
  • Total Assets: $3.6M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202562$3.6M$70,492$89,333
202462$3.6M$70,492$89,333
202355$3.3M$67,418$89,251
202258$3.0M$63,186$87,091

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