Plan Ledger DOL Form 5500 · updated monthly

Asociacion Puertorriquenos En401(k)

403(B) THRIFT PLAN FOR EMPLOYEES OF ASOCIACION PUERTORRIQUENOS EN MARCHA, INC. · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Asociacion Puertorriquenos En reported $8,161 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,869 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 0.03% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Pennsylvania (2,069th of 3,651), and the 1,460th of 3,341 in other services. In 2024, the employer put in $1.61 for every $1.00 employees contributed themselves; active participation has grown from 309 to 360 since 2022.

Plan summary
Net assets, end of year$12,401,103
Participants with balances801
Active participants360
Employer contributions$1,032,879
Employee contributions$642,361
Employer contribution per active participant$2,869
Average account balance$15,482
Benefits paid to participants$1,359,871
Plan auditUnmodified (clean) audit opinion
AuditorWITHUMSMITH & BROWN PC
Plan history3
Yearassets · accounts · employer contribution
2024$12.4M · 801 accts · $1.0M emplr
2023$10.8M · 844 accts · $911K emplr
2022$8.5M · 766 accts · $584K emplr
The Asociacion Puertorriquenos En 401(k) match · 2024
Employer contribution per active participant$2,869
Median for plans this size$2,416
2024$2,869 per active participant
2023$2,482 per active participant
2022$1,890 per active participant

Asociacion Puertorriquenos En's 2024 employer contribution ran above 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
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$12,503

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$8,161 · 0.07%
2023$7,903 · 0.08%
2022$2,671 · 0.03%
Same employer
Similar plansOther Services · Pennsylvania
Lacarte Enterprises Inc PA$13.2M · 0.26%
Paris Cleaners, Inc. PA$11.9M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231930630 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.