Plan Ledger DOL Form 5500 · updated monthly

Colomer & Suarez, Inc.Profit-sharing plan

COLOMER & SUAREZ INC CODA PROFIT SHARING PLAN · COTO LAUREL, 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

Colomer & Suarez, Inc. reported $6,948 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $856 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 0.28% to 0.10%. 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 the 146th-largest of 323 plans among PR employers on file, and 3,285th of 4,246 in wholesale trade. In 2024, employees put in $3.27 for every $1.00 the employer contributed; active participation has grown from 111 to 126 since 2022.

Plan summary
Net assets, end of year$7,537,019
Participants with balances148
Active participants126
Employer contributions$107,907
Employee contributions$353,070
Employer contribution per active participant$856
Average account balance$50,926
Benefits paid to participants$398,872
Plan auditUnmodified (clean) audit opinion
AuditorAUINO, DE CORDOVA, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$7.5M · 148 accts · $108K emplr
2023$6.7M · 148 accts · $94K emplr
2022$5.6M · 139 accts · $91K emplr
Employer contributions to the Colomer & Suarez, Inc. plan · 2024
Employer contribution per active participant$856
Median for plans this size$1,313
2024$856 per active participant
2023$775 per active participant
2022$824 per active participant

Colomer & Suarez, Inc.'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.

Administrative cost history3
2024$6,948 · 0.10%
2023$21,441 · 0.35%
2022$16,537 · 0.28%
Similar plansWholesale Trade · PR
Goya de Puerto Rico, Inc. PR$17.4M · 0.04%
Rr Group Retirement Plan PR$8.9M · 0.94%
Able Sales Co. Inc. PR$8.6M · 0.58%
Autogermana Bmw, Inc. PR$7.3M · 0.11%
Alliance Duty Free, LLC PR$3.9M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660175775 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.