Plan Ledger DOL Form 5500 · updated monthly

Aps Healthcare Puerto Rico, Inc.401(k)

APS HEALTHCARE PUERTO RICO RETIREMENT SAVINGS PLAN · SAN JUAN, PR · plan year 2024

Reported admin expense ratio · 2024
0.52%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Aps Healthcare Puerto Rico, Inc. reported $59,652 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $729 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.55% to 0.52%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 104th-largest of 323 plans among PR employers on file, and the 5,021st of 11,911 in health care & social assistance. In 2024, employees put in $2.56 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,494,147
Participants with balances663
Active participants406
Employer contributions$296,158
Employee contributions$756,780
Employer contribution per active participant$729
Average account balance$18,845
Benefits paid to participants$419,224
Plan auditQualified audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.5M · 663 accts · $296K emplr
2023$10.4M · 655 accts · $357K emplr
2022$8.5M · 610 accts · $346K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$59,652
Total administrative$59,652
The Aps Healthcare Puerto Rico, Inc. 401(k) match · 2024
Employer contribution per active participant$729
Median for plans this size$2,416
2024$729 per active participant
2023$856 per active participant
2022$871 per active participant

Aps Healthcare Puerto Rico, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$63,251

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$59,652 · 0.52%
2023$49,011 · 0.52%
2022$51,764 · 0.55%
Same employer
Similar plansHealth Care & Social Assistance · PR
Fenwal International, Inc. PR$29.3M · 0.56%
Abarca Health Fl LLC PR$8.7M · 0.90%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660567825 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.