# Sistema Universitario Ana G Mendez DC Plan
Source: https://planprovider.pro/companies/sistema-universitario-ana-g-mendez-plan-002

> Sistema Universitario Ana G Mendez's DC plan: 1,150 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sistema Universitario Ana G Mendez

- **Sponsor EIN:** 660201206

- **Sponsor Address:** PO BOX 21345, SAN JUAN, PR, 00928

- **Plan Type:** DC

- **Total Participants:** 1,150

- **Total Assets:** $40.6M

## 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|1,150|$40.6M|$396,792|$2.0M|

| 2023|1,198|$36.5M|$386,185|$1.9M|

| 2022|1,435|$31.5M|$401,394|$2.1M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$93,343|—|$93,343|

| PENSION ADMINISTRATORS GROUP INC|CONTRACT ADMIN|$22,471|—|$22,471|

| EMPOWER ADVISORY GROUP, LLC|INVESTMNT MGMT|$13,777|—|$13,777|

| DRIVEN, PSC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DRIVEN, PSC](https://planprovider.pro/provider/driven-psc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $129,591

- **Estimated Expense Ratio:** 0.319% 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|$122,381|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sistema-universitario-ana-g-mendez-plan-002)

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