Plan Ledger DOL Form 5500 · updated monthly

Caribbean Produce Exchange, LLCProfit-sharing plan

CARIBBEAN PRODUCE EXCHANGE PROFIT SHARING PLAN · SAN JUAN, PR · plan year 2025

Reported admin expense ratio · 2025
0.24%

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

Caribbean Produce Exchange, LLC reported $5,767 in plan administrative expenses for 2025: 0.24% of average plan assets, lower than ~75% of peers. Employer contributions averaged $249 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 3 years on file its reported administrative ratio fell from 1.33% to 0.24%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in PR (227th of 323), and 4,454th of 5,215 in retail trade. In 2025, employees put in $1.14 for every $1.00 the employer contributed; active participation has grown from 132 to 357 since 2022.

Plan summary
Net assets, end of year$2,698,545
Participants with balances232
Active participants357
Employer contributions$89,047
Employee contributions$101,207
Employer contribution per active participant$249
Average account balance$11,632
Benefits paid to participants$18,062
Plan auditUnmodified (clean) audit opinion
AuditorPSV CPA LLC
Plan history4
Yearassets · accounts · employer contribution
2025$2.7M · 232 accts · $89K emplr
2024$2.2M · 221 accts
2023$2.0M · 171 accts · $34K emplr
2022$1.7M · 191 accts · $48K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$5,767
Total administrative$5,767
Employer contributions to the Caribbean Produce Exchange, LLC plan · 2025
Employer contribution per active participant$249
Median for plans this size$1,464
2025$249 per active participant
2023$207 per active participant
2022$363 per active participant

Caribbean Produce Exchange, LLC's 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history4
2025$5,767 · 0.24%
2024$5,292 · 0.25%
2023$26,147 · 1.41%
2022$23,673 · 1.33%
Similar plansRetail Trade · PR
Pueblo Inc. PR$4.3M · 0.06%
Supermercados Econo, Inc PR$2.3M · 0.05%
Pepe Ganga, Corp. PR$1.9M · 1.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660254661 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.