Plan Snapshot
- Plan Sponsor: To-Ricos Ltd
- Sponsor EIN: 980506210
- Sponsor Address: HIGHWAY 14 KM, BARRIO ASOMANTE, AIBONITO, PR, 00705
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 358
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 358 | $4.7M | $87,569 | $332,329 |
| 2023 | 335 | $4.4M | $84,640 | $312,179 |
| 2022 | 352 | $3.6M | $81,837 | $314,739 |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $3,021 | $104 | — | — | — |
| 2023 | $6,739 | $4,097 | — | — | — |
| 2022 | $3,690 | $336 | $3,354 | — | — |