Plan Snapshot
- Plan Sponsor: Insignia Living Of P. R., INC.
- Sponsor EIN: 660753708
- Sponsor Address: PO BOX 13099, SAN JUAN, PR, 00908
- Plan Type: DC
- Total Participants: 325
- Total Assets: $715,992
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 | 325 | $715,992 | $38,631 | $122,609 |
| 2023 | 202 | $393,864 | $21,551 | $69,727 |
| 2022 | 172 | $258,060 | $15,467 | $53,512 |
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 |
|---|---|---|---|---|
| SHARON & GONZALEZ LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $41,098 | — | — | — | — |
| 2023 | $7,702 | — | — | — | — |
| 2022 | $4,729 | — | — | — | — |