Plan Snapshot
- Plan Sponsor: The San Jorge Hospital INC.
- Sponsor EIN: 661068496
- Sponsor Address: PO BOX 6216, SAN JUAN, PR, 00914
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 294
- Total Assets: $4.6M
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. |
|---|---|---|---|---|
| 2025 | 294 | $4.6M | $0 | $0 |
| 2024 | 260 | $4.3M | $0 | $94,390 |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | Investment Advisor | $17,643 | — | $17,643 |
| EMPOWER ANNUITY INSURANCE COMPANY F | Recordkeeper | $10,936 | — | $10,936 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,579
- Estimated Expense Ratio: 0.619% 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 |
|---|---|---|---|---|---|
| 2025 | $593,429 | — | — | — | — |
| 2024 | $23,974 | — | — | — | — |