Plan Snapshot
- Plan Sponsor: Puerto Rico Pathology Associates Psc
- Sponsor EIN: 660672150
- Sponsor Address: 198 CALLE TRINIDAD SUITE 103, SAN JUAN, PR, 009172900
- Plan Type: DC
- Total Participants: 104
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 104 | $3.2M | $130,632 | $262,621 |
| 2024 | 77 | $2.5M | $119,675 | $273,716 |
| 2023 | 81 | $2.2M | $107,951 | $269,028 |
| 2022 | 74 | $1.6M | $102,884 | $249,268 |
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 |
|---|---|---|---|---|
| BENEFIT CONSULTING GROUP OF PR INC | Other Service Provider | $350 | $7,660 | $8,010 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $6,064 | — | $6,064 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,074
- Estimated Expense Ratio: 0.445% 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 | $162,728 | — | $7,044 | — | — |
| 2024 | $275,112 | — | $19,844 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |