Plan Snapshot
- Plan Sponsor: Dr Susoni Health Community Service Corp Dba Hosp Cayetano Coli Y Toste
- Sponsor EIN: 660520807
- Sponsor Address: PO BOX 659, ARECIBO, PR, 00613
- Plan Type: DC
- Total Participants: 447
- Total Assets: $2.3M
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 | 447 | $2.3M | $53,329 | $230,925 |
| 2023 | 534 | $2.1M | $52,890 | $230,031 |
| 2022 | 343 | $1.8M | $48,761 | $212,469 |
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 |
|---|---|---|---|---|
| BPPR - POPULAR FIDUCIARY SERVICES | RK & TRUSTEE | $900 | $9,100 | $10,000 |
| GALINDEZ LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALINDEZ LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,000
- Estimated Expense Ratio: 0.436% 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 | $900 | — | — | — | — |
| 2023 | $9,458 | — | — | — | — |
| 2022 | $12,420 | — | — | — | — |