Plan Snapshot
- Plan Sponsor: Metro Santurce INC Dba Hospital Pavia Santurce
- Sponsor EIN: 660677706
- Sponsor Address: PO BOX 11137, SAN JUAN, PR, 00910
- Plan Type: DC
- Total Participants: 645
- Total Assets: $6.7M
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 | 645 | $6.7M | $135,997 | $656,865 |
| 2023 | 747 | $6.5M | $149,542 | $589,219 |
| 2022 | 665 | $5.8M | $116,119 | $555,558 |
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/RECORDKEEPER | $14,562 | $24,659 | $39,221 |
| 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: $39,221
- Estimated Expense Ratio: 0.587% 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 | $14,562 | — | — | — | — |
| 2023 | $9,448 | — | — | — | — |
| 2022 | $45,376 | — | — | — | — |