Plan Ledger DOL Form 5500 · updated monthly

Badillo Saatchi & Saatchi, Inc.401(k)

BADILLO SAATCHI & SAATCHI, INC. EMPLOYEES SAVINGS PLAN · SAN JUAN, PR · plan year 2024

Reported admin expense ratio · 2024
0.74%

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

Badillo Saatchi & Saatchi, Inc. reported $83,731 in plan administrative expenses for 2024: 0.74% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,362 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 0.24% to 0.74%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 107th-largest of 323 plans among PR employers on file, and 7,376th of 11,654 in professional & technical services. In 2024, employees put in $1.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,064,703
Participants with balances168
Active participants89
Employer contributions$210,258
Employee contributions$277,515
Employer contribution per active participant$2,362
Average account balance$71,814
Benefits paid to participants$404,740
Plan auditUnmodified (clean) audit opinion
AuditorFALCON SANCHEZ & ASSOCIATES PSC
Plan history3
Yearassets · accounts · employer contribution
2024$12.1M · 168 accts · $210K emplr
2023$10.7M · 171 accts · $204K emplr
2022$9.2M · 159 accts · $151K emplr
The Badillo Saatchi & Saatchi, Inc. 401(k) match · 2024
Employer contribution per active participant$2,362
Median for plans this size$2,416
2024$2,362 per active participant
2023$2,294 per active participant
2022$1,604 per active participant

Badillo Saatchi & Saatchi, Inc.'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 · 20245
INDEPENDENT FINANCIAL GROUP LLC · Investment advisory (plan)$50,380
EMPOWERADVISORY GROUP LLC · Investment management$18,370
FALCON SANCHEZ & ASSOC PSC · Accounting / audit$13,520
A & A EMPLOYEE BENEFITS CONSULTING · Contract administrator$9,264

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$83,731 · 0.74%
2023$58,183 · 0.59%
2022$22,824 · 0.24%
Same employer
Similar plansProfessional & Technical Services · PR
Dorado Health, Inc. PR$15.2M · 0.64%
Kevane Grant Thornton, LLP PR$14.6M · 0.09%
Nypro Puerto Rico, Inc. PR$12.0M · 0.41%
Cpm Pr, LLC PR$10.0M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660503707 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.