Plan Ledger DOL Form 5500 · updated monthly

Aspen Surgical Puerto Rico Corp.Profit-sharing plan

THE ASPEN SURGICAL PUERTO RICO CORP. 1165(E) SAVINGS PLAN · LAS PIEDRAS, PR · plan year 2024

Reported admin expense ratio · 2024
0.87%

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

Aspen Surgical Puerto Rico Corp. reported $33,389 in plan administrative expenses for 2024: 0.87% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,029 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 0.14% to 0.87%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in PR (199th of 323), and 3,793rd of 4,246 in wholesale trade. In 2024, employees put in $2.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,992,633
Participants with balances171
Active participants170
Employer contributions$174,976
Employee contributions$422,242
Employer contribution per active participant$1,029
Average account balance$23,349
Benefits paid to participants$806,071
Plan auditUnmodified (clean) audit opinion
AuditorRODRIGUEZ-SANABRIA & CO.
Plan history3
Yearassets · accounts · employer contribution
2024$4.0M · 171 accts · $175K emplr
2023$3.7M · 189 accts · $167K emplr
2022$3.0M · 184 accts · $154K emplr
Employer contributions to the Aspen Surgical Puerto Rico Corp. plan · 2024
Employer contribution per active participant$1,029
Median for plans this size$1,313
2024$1,029 per active participant
2023$963 per active participant
2022$826 per active participant

Aspen Surgical Puerto Rico Corp.'s 2024 employer contribution ran below the $1,313 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$7,668

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$33,389 · 0.87%
2023$4,809 · 0.14%
2022$4,901 · 0.14%
Similar plansWholesale Trade · PR
Rr Group Retirement Plan PR$8.9M · 0.94%
Able Sales Co. Inc. PR$8.6M · 0.58%
Colomer & Suarez, Inc. PR$7.5M · 0.10%
Autogermana Bmw, Inc. PR$7.3M · 0.11%
Alliance Duty Free, LLC PR$3.9M · 0.03%
Rimco, Inc PR$3.5M

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Source: U.S. Department of Labor, Form 5500 series, EIN 660748640 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.