Plan Snapshot
- Plan Sponsor: Hospital Episcopal San Lucas Ponce
- Sponsor EIN: 660589727
- Sponsor Address: PO BOX 336810, PONCE, PR, 007336810
- Plan Type: DC
- Total Participants: 1,017
- Total Assets: $1.5M
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 | 1,017 | $1.5M | $220,453 | $446,877 |
| 2023 | 546 | $718,803 | $197,434 | $408,278 |
| 2022 | 529 | $52,411 | $12,871 | $39,552 |
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 | $31,197 | — | $31,197 |
| CYBELE CAPITAL MANAGEMENT LLC | INVESTMENT ADVISOR | $7,870 | — | $7,870 |
| RRC CPA GROUP PSC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RRC CPA GROUP PSC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,067
- Estimated Expense Ratio: 2.591% 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 | $42,721 | — | — | — | — |
| 2023 | $29,584 | — | — | — | — |
| 2022 | — | — | — | — | — |