Plan Snapshot
- Plan Sponsor: Programa De Servicios De Salud En El Hogar Y Hospicio San Lucas
- Sponsor EIN: 660592943
- Sponsor Address: PO BOX 7064, PONCE, PR, 007327064
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 566
- Total Assets: $5.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 566 | $5.5M | $0 | $0 |
| 2024 | 637 | $5.1M | $85,707 | $270,622 |
| 2023 | 638 | $4.8M | $91,308 | $279,735 |
| 2022 | 662 | $4.8M | $91,903 | $279,857 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $26,828 | — | $26,828 |
| PENSION ADMINISTRATORS GROUP, INC | Other Service Provider | $16,393 | $5,192 | $21,585 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,413
- Estimated Expense Ratio: 0.885% 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 |
|---|---|---|---|---|---|
| 2025 | $777,784 | — | — | — | — |
| 2024 | $38,338 | — | — | — | — |
| 2023 | $36,719 | — | — | — | — |
| 2022 | $49,145 | — | — | — | — |