Plan Snapshot
- Plan Sponsor: Hospital General Menonita
- Sponsor EIN: 660219758
- Sponsor Address: APARTADO 1650, CIDRA, PR, 007391650
- Plan Type: DB
- Total Participants: 124
- Total Assets: $13.6M
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 | 124 | $13.6M | $143,585 | $0 |
| 2023 | 136 | $12.9M | $197,162 | $0 |
| 2022 | 149 | $11.7M | $0 | $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 |
|---|---|---|---|---|
| HUNTLEIGH SECURITIES CORP | NONE | $46,135 | — | $46,135 |
| FPV & GALINDEZ, PSC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FPV & GALINDEZ, PSC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,135
- Estimated Expense Ratio: 0.339% 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 | $46,135 | $46,135 | — | — | — |
| 2023 | $97,369 | $97,369 | — | — | — |
| 2022 | $102,362 | — | — | — | $102,362 |