Plan Snapshot
- Plan Sponsor: Supermercado Econo Facundo, INC.
- Sponsor EIN: 660323091
- Sponsor Address: APARTADO 191809, SAN JUAN, PR, 009191809
- Plan Type: DC
- Total Participants: 360
- Total Assets: $3.2M
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 | 360 | $3.2M | $47,562 | $179,690 |
| 2023 | 349 | $2.7M | $49,158 | $138,995 |
| 2022 | 331 | $2.1M | $45,207 | $136,871 |
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 PLANS ADMIN SERVICES, INC. | NONE | $25,642 | — | $25,642 |
| GTA CONSULTING, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,642
- Estimated Expense Ratio: 0.805% 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 | $25,642 | $2,732 | $22,910 | — | — |
| 2023 | $11,054 | — | $1,445 | — | — |
| 2022 | $4,536 | $1,251 | $3,285 | — | — |