Plan Ledger DOL Form 5500 · updated monthly

Colegio MaristaMoney purchase plan

COLEGIO MARISTA MONEY PURCHASE THRIFT PLAN · CALLE M. CHAMPAGNAT, PR · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Colegio Marista reported $6,600 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $879 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 fell from 0.11% to 0.10%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is the 151st-largest of 323 plans among PR employers on file, and 2,324th of 3,091 in educational services. In 2024, employees put in $1.36 for every $1.00 the employer contributed; active participation has grown from 161 to 194 since 2022.

Plan summary
Net assets, end of year$7,091,851
Participants with balances127
Active participants194
Employer contributions$170,587
Employee contributions$231,405
Employer contribution per active participant$879
Average account balance$55,841
Benefits paid to participants$202,500
Plan auditUnmodified (clean) audit opinion
AuditorVERONICA E. CANELLAS CPA
Plan history3
Yearassets · accounts · employer contribution
2024$7.1M · 127 accts · $171K emplr
2023$6.3M · 117 accts · $161K emplr
2022$5.7M · 117 accts · $151K emplr
Administrative expenses, itemized · 2024
Investment management$6,600
Total administrative$6,600
Employer contributions to the Colegio Marista plan · 2024
Employer contribution per active participant$879
Median for plans this size$1,313
2024$879 per active participant
2023$1,307 per active participant
2022$937 per active participant

Colegio Marista'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
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$6,600

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$6,600 · 0.10%
2023$10,593 · 0.18%
2022$6,481 · 0.11%
Similar plansEducational Services · PR
Robinson School, Inc. PR$7.0M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660263752 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.