Plan Ledger DOL Form 5500 · updated monthly

Asoc Suscripcion Conjunta Seguro Responsabilidad ObligatorioProfit-sharing plan

ASC RETIREMENT PLAN · SAN JUAN, PR · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Asoc Suscripcion Conjunta Seguro Responsabilidad Obligatorio reported $19,726 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $1,836 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 rose from 0.10% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 89th-largest of 323 plans among PR employers on file, and 3,478th of 4,798 in finance & insurance. In 2024, employees put in $2.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,263,334
Participants with balances129
Active participants107
Employer contributions$196,428
Employee contributions$404,878
Employer contribution per active participant$1,836
Average account balance$118,320
Benefits paid to participants$602,493
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.3M · 129 accts · $196K emplr
2023$13.3M · 131 accts · $195K emplr
2022$11.1M · 133 accts · $193K emplr
Employer contributions to the Asoc Suscripcion Conjunta Seguro Responsabilidad Obligatorio plan · 2024
Employer contribution per active participant$1,836
Median for plans this size$2,416
2024$1,836 per active participant
2023$1,836 per active participant
2022$1,648 per active participant

Asoc Suscripcion Conjunta Seguro Responsabilidad Obligatorio's 2024 employer contribution ran below the $2,416 median for plans its size. 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
BPPR- POPULAR FIDUCIARY SERVICES · Trustee$33,251

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$19,726 · 0.14%
2023$23,200 · 0.19%
2022$12,769 · 0.10%
Same employer
Similar plansFinance & Insurance · PR
Marsh Saldana, Inc. PR$16.8M · 0.81%
Island Finance, LLC PR$13.0M · 0.33%
Alight Solutions Caribe PR$8.5M · 0.30%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 660541406 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.