Plan Snapshot
- Plan Sponsor: Robinson School, INC.
- Sponsor EIN: 660367053
- Sponsor Address: 5 NAIRN STREET, SAN JUAN, PR, 00907
- Plan Type: DC
- Total Participants: 160
- Total Assets: $7.0M
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 | 160 | $7.0M | $168,363 | $203,532 |
| 2023 | 125 | $5.8M | $136,212 | $155,765 |
| 2022 | 130 | $4.7M | $124,488 | $152,409 |
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 |
|---|---|---|---|---|
| COSULTIVA INTERNATIONAL, INC | INVESTMENT ADVISOR | $25,100 | — | $25,100 |
| A & A EMPLOYEE BENEFITS CONSULTING | CONTRACT ADMIN | — | $6,274 | $6,274 |
| 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: $31,374
- Estimated Expense Ratio: 0.449% 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 | $13,284 | — | — | — | — |
| 2023 | $10,052 | — | — | — | — |
| 2022 | $9,228 | — | — | — | — |