Plan Snapshot
- Plan Sponsor: Metro Pavia At Home LLC
- Sponsor EIN: 660819304
- Sponsor Address: PO BOX 11938, SAN JUAN, PR, 00922
- Plan Type: DC
- Total Participants: 584
- Total Assets: $1.1M
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 | 584 | $1.1M | $35,494 | $160,859 |
| 2023 | 563 | $889,095 | $34,627 | $161,522 |
| 2022 | 522 | $874,502 | $35,970 | $168,481 |
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 | TRUSTEE/RK | $7,572 | $4,291 | $11,863 |
| 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: $11,863
- Estimated Expense Ratio: 1.124% 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 | $7,572 | — | — | — | — |
| 2023 | $9,815 | — | — | — | — |
| 2022 | $9,593 | — | — | — | — |