Plan Snapshot
- Plan Sponsor: Fluor Daniel Caribbean INC
- Sponsor EIN: 570468292
- Sponsor Address: PO BOX 362028, SAN JUAN, PR, 00936
- Plan Type: DC
- Total Participants: 81
- Total Assets: $52.3M
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 | 81 | $52.3M | $422,305 | $638,117 |
| 2023 | 116 | $45.9M | $434,909 | $671,562 |
| 2022 | 115 | $42.8M | $430,708 | $610,927 |
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 |
|---|---|---|---|---|
| PENSION ADMINISTRATORS GROUP, INC. | Recordkeeper | $148,711 | — | $148,711 |
| YANIRA ROSARIO CPA LLC | Auditor | $18,650 | — | $18,650 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $167,361
- Estimated Expense Ratio: 0.320% 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 | $171,456 | — | — | — | — |
| 2023 | $156,407 | — | — | — | — |
| 2022 | $168,669 | — | — | — | — |