Plan Snapshot
- Plan Sponsor: Corp De Serv Medico Primario Y Prev De Hatillo Sav & Ret Plan
- Sponsor EIN: 660427194
- Sponsor Address: P O BOX 907, HATILLO, PR, 00659
- Plan Type: DC
- Total Participants: 193
- Total Assets: $3.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 193 | $3.1M | $148,513 | $403,952 |
| 2023 | 209 | $2.4M | $162,023 | $360,807 |
| 2022 | 217 | $1.8M | $121,339 | $315,066 |
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 |
|---|---|---|---|---|
| RKF 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 |
|---|---|---|---|---|---|
| 2024 | $40,471 | — | $40,471 | — | — |
| 2023 | $53,732 | — | $32,276 | — | — |
| 2022 | $37,902 | — | $37,902 | — | — |