Plan Snapshot
- Plan Sponsor: Pueblo INC.
- Sponsor EIN: 660702072
- Sponsor Address: PO BOX 1967, CAROLINA, PR, 009841967
- Plan Type: DC
- Total Participants: 1,590
- Total Assets: $4.3M
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. |
|---|---|---|---|---|
| 2024 | 1,590 | $4.3M | $291,678 | $972,839 |
| 2023 | 1,362 | $2.6M | $200,179 | $703,213 |
| 2022 | 740 | $1.5M | $188,356 | $669,993 |
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 |
|---|---|---|---|---|
| LANDA UMPIERRE PSC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LANDA UMPIERRE PSC — 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 | $1,960 | — | — | — | — |
| 2023 | $8,678 | — | — | — | — |
| 2022 | $4,051 | — | — | — | — |