Plan Snapshot
- Plan Sponsor: Holsum De Puerto Rico, INC.
- Sponsor EIN: 660563016
- Sponsor Address: CALL BOX 8282, TOA BAJA, PR, 009518282
- Plan Type: DC
- Total Participants: 727
- Total Assets: $22.8M
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 | 727 | $22.8M | $227,855 | $1.0M |
| 2023 | 1,619 | $20.0M | $239,565 | $1.0M |
| 2022 | 1,424 | $17.3M | $232,154 | $968,415 |
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 | TRUSTEE & RK | $7,749 | $50,761 | $58,510 |
| LANDA UMPIERRE PSC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LANDA UMPIERRE PSC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,510
- Estimated Expense Ratio: 0.257% 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 | $7,749 | — | — | — | — |
| 2023 | $8,643 | — | — | — | — |
| 2022 | $34,287 | — | — | — | — |