Plan Snapshot
- Plan Sponsor: Cpm Pr, LLC
- Sponsor EIN: 660532683
- Sponsor Address: CORPORATE OFFICE PARK, CPM PLAZA, GUAYANBO, PR, 009663326
- Plan Type: DC
- Plan Number: 001
- Total Participants: 237
- Total Assets: $10.0M
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 | 237 | $10.0M | $225,561 | $619,557 |
| 2023 | 268 | $8.7M | $191,142 | $504,390 |
| 2022 | 220 | $7.3M | $186,002 | $468,080 |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMNET ADVISOR LLC | Recordkeeper | $23,154 | — | $23,154 |
| EMPOWER ADVISORY GROUP LLC | Investment Advisor | $17,535 | — | $17,535 |
| CARBONELL & CO. LLP | Auditor | $10,296 | — | $10,296 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,985
- Estimated Expense Ratio: 0.510% 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 | $49,932 | — | — | — | — |
| 2023 | $19,138 | — | — | — | — |
| 2022 | $25,838 | — | — | — | — |