Plan Snapshot
- Plan Sponsor: Hospital Dr Susoni INC Dba Hospital Metropolitano Dr Susoni
- Sponsor EIN: 660178801
- Sponsor Address: PO BOX 145200, ARECIBO, PR, 00614
- Plan Type: DC
- Total Participants: 377
- Total Assets: $3.4M
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 | 377 | $3.4M | $63,281 | $294,364 |
| 2023 | 397 | $2.9M | $55,670 | $254,195 |
| 2022 | 299 | $2.6M | $52,833 | $242,077 |
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 | $820 | $6,340 | $7,160 |
| 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: $7,160
- Estimated Expense Ratio: 0.213% 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 | $820 | — | — | — | — |
| 2023 | $1,609 | — | — | — | — |
| 2022 | $19,030 | — | — | — | — |