Plan Snapshot
- Plan Sponsor: Rent Express By Berrios, INC.
- Sponsor EIN: 660679566
- Sponsor Address: PO BOX 674, CIDRA, PR, 00739
- Plan Type: DC
- Total Participants: 168
- Total Assets: $568,207
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 168 | $568,207 | $22,622 | $94,527 |
| 2023 | 153 | $467,385 | $22,234 | $110,560 |
| 2022 | 144 | $323,814 | $22,055 | $112,006 |
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 |
|---|---|---|---|---|
| TORRES, HERNANDEZ & PUNTER, CPA, PS | Auditor | — | — | $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 | $11,275 | — | — | — | — |
| 2023 | $8,611 | — | — | — | — |
| 2022 | $6,446 | — | — | — | — |