Plan Snapshot
- Plan Sponsor: Coopervision Manufacturing Puerto Rico, LLC
- Sponsor EIN: 980213394
- Sponsor Address: 500 ROAD 584, JUANA DIAZ, PR, 00795
- Plan Type: DC
- Plan Number: 001
- Total Participants: 2,162
- Total Assets: $63.0M
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. |
|---|---|---|---|---|
| 2024 | 2,162 | $63.0M | $3.0M | $4.1M |
| 2023 | 1,878 | $50.4M | $2.5M | $3.5M |
| 2022 | 1,804 | $39.4M | $2.3M | $3.2M |
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 |
|---|---|---|---|---|
| BENEFIT PLANS ADMIN SERVICES, INC. | Recordkeeper | $83,994 | — | $83,994 |
| CRUZ & URRUTIA CPA LLC | Other Service Provider | $7,311 | — | $7,311 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BENEFIT PLANS ADMIN SERVICES, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $91,305
- Estimated Expense Ratio: 0.145% 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 | $91,305 | — | $83,994 | $7,311 | — |
| 2023 | -$66,196 | — | $35,567 | $14,579 | — |
| 2022 | -$27,586 | — | $76,499 | — | — |