Plan Snapshot
- Plan Sponsor: O'Neill & Borges LLC
- Sponsor EIN: 660242235
- Sponsor Address: 250 MUNOZ RIVERA AVE, SAN JUAN, PR, 00918
- Plan Type: DC
- Plan Number: 001
- Total Participants: 103
- Total Assets: $65.3M
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. |
|---|
| 2023 | 103 | $65.3M | $1.7M | $259,559 |
| 2022 | 99 | $52.5M | $1.6M | $246,621 |