Plan Snapshot
- Plan Sponsor: Programa Head Start Municipio De Orocovis
- Sponsor EIN: 660433491
- Sponsor Address: 200 CALLE LUIS M. ALFARO, OROCOVIS, PR, 00720
- Plan Type: DC
- Total Participants: 247
- Total Assets: $1.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 247 | $1.9M | $65,625 | $189,121 |
| 2023 | 277 | $1.8M | $68,250 | $193,000 |
| 2022 | 299 | $1.7M | $75,975 | $201,218 |
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 |
|---|---|---|---|---|
| LUIS CANDELARIO ROSARIO CPA | AUDITORS | — | — | $0 |
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 | $4,272 | — | $4,272 | — | — |
| 2023 | $6,000 | — | $6,000 | — | — |
| 2022 | $3,000 | — | $3,000 | — | — |