# Holsum De Puerto Rico, INC. DB Plan
Source: https://planprovider.pro/companies/holsum-de-puerto-rico-inc-plan-002

> Holsum De Puerto Rico, INC.'s DB plan: 233 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Holsum De Puerto Rico, INC.

- **Sponsor EIN:** 660563016

- **Sponsor Address:** P.O. BOX 8282, TOA BAJA, PR, 009518282

- **Plan Type:** DB

- **Total Participants:** 233

- **Total Assets:** $10.0M

## 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|233|$10.0M|$272,708|$0|

| 2023|252|$9.5M|$284,840|$0|

| 2022|265|$8.5M|$189,732|$0|

## 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|

| MERRIL LYNCH|NONE|$96,476|—|$96,476|

| LANDA UMPIERRE PSC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LANDA UMPIERRE PSC](https://planprovider.pro/provider/landa-umpierre-psc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $96,476

- **Estimated Expense Ratio:** 0.964% 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|$96,476|$96,476|—|—|—|

| 2023|$89,377|$89,377|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Holsum De Puerto Rico, INC.](https://planprovider.pro/companies/holsum-de-puerto-rico-inc-plan-001) — 727 participants

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