Plan Ledger DOL Form 5500 · updated monthly

Centro de Salud Familiar Dr. Juliompalmieri Ferri, Inc.401(k)

PLAN DE RETIRO DEL CENTRO DE SALUD FAMILIAR D. J. P. F. · ARROYO, PR · plan year 2024

Reported admin expense ratio · 2024
2.16%

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

Centro de Salud Familiar Dr. Juliompalmieri Ferri, Inc. reported $7,808 in plan administrative expenses for 2024: 2.16% of average plan assets, above the peer median. Employer contributions averaged $749 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.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in PR (297th of 323), and 11,288th of 11,911 in health care & social assistance. In 2024, employees put in $2.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$567,879
Participants with balances140
Active participants135
Employer contributions$101,157
Employee contributions$280,425
Employer contribution per active participant$749
Average account balance$4,056
Plan auditUnmodified (clean) audit opinion
AuditorRRC CPA GROUP PSC
The Centro de Salud Familiar Dr. Juliompalmieri Ferri, Inc. 401(k) match · 2024
Employer contribution per active participant$749
Median for plans this size$540

Centro de Salud Familiar Dr. Juliompalmieri Ferri, Inc.'s 2024 employer contribution ran above the $540 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 · 20243
INDEPENDENT FINANCIAL GROUP INC · Investment advisory (plan)$4,118
EMPOWER ADVISORY GROUP, LLC · Investment management$82

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

Administrative cost history1
2024$7,808 · 2.16%
Similar plansHealth Care & Social Assistance · PR
Clinical Medical Services PR$869K · 0.32%
Shc Owner, LLC PR$783K · 1.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660496484 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.