Plan Snapshot
- Plan Sponsor: Oracle Caribbean, INC.
- Sponsor EIN: 660483103
- Sponsor Address: 7 CALLE TABONUCO SUITE 105-1349, GUAYNABO, PR, 00968
- Plan Type: DC
- Total Participants: 54
- Total Assets: $10.7M
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 | 54 | $10.7M | $123,425 | $334,554 |
| 2023 | 47 | $9.1M | $133,581 | $358,018 |
| 2022 | 49 | $7.9M | $119,707 | $330,342 |
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 |
|---|---|---|---|---|
| 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: $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 | $395,477 | — | $2,034 | — | — |
| 2023 | $1,890 | — | $1,890 | — | — |
| 2022 | $1,702 | — | $1,702 | — | — |