Plan Snapshot
- Plan Sponsor: Fhr Esj Operations LLC
- Sponsor EIN: 843890280
- Sponsor Address: 6063 ISLA VERDE AVENUE, CAROLINA, PR, 00979
- Plan Type: DC
- Total Participants: 623
- Total Assets: $1.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 623 | $1.6M | $122,193 | $256,453 |
| 2023 | 588 | $1.2M | $104,844 | $207,599 |
| 2022 | 607 | $883,040 | $99,254 | $213,466 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $19,472 | — | $19,472 |
| DRIVEN PSC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DRIVEN PSC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,472
- Estimated Expense Ratio: 1.201% 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 | $23,141 | — | — | — | — |
| 2023 | $17,785 | — | $17,785 | — | — |
| 2022 | $13,293 | — | $13,293 | — | — |