Plan Snapshot
- Plan Sponsor: Ricoh Puerto Rico, INC.
- Sponsor EIN: 660498006
- Sponsor Address: PO BOX 2110, CAROLINA, PR, 00984
- Plan Type: DC
- Total Participants: 176
- Total Assets: $23.6M
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 | 176 | $23.6M | $395,434 | $666,573 |
| 2023 | 170 | $23.7M | $416,731 | $749,326 |
| 2022 | 164 | $19.2M | $399,747 | $741,583 |
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 |
|---|---|---|---|---|
| BPPR - POPULAR FIDUCIARY SERVICES | TRUSTEE & RK | $6,604 | $6,263 | $12,867 |
| GALINDEZ LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALINDEZ LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,867
- Estimated Expense Ratio: 0.055% 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 |
|---|---|---|---|---|---|
| 2024 | $6,606 | — | — | — | — |
| 2023 | $9,635 | — | — | — | — |
| 2022 | $19,610 | — | — | — | $19,610 |