Plan Ledger DOL Form 5500 · updated monthly

Concilio de Salud Integrl de Loiza, Inc.401(k)

PLAN DE COMPENSACION DIFERIDA 1165(E) DEL CONCILIO DE SALUD INTEGRAL DE LOIZA, INC. · LOIZA, PR · plan year 2024

Reported admin expense ratio · 2024
1.50%

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

Concilio de Salud Integrl de Loiza, Inc. reported $55,151 in plan administrative expenses for 2024: 1.50% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,236 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 has held roughly steady near 1.50%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in PR (195th of 323), and 8,493rd of 11,911 in health care & social assistance. In 2024, employees put in $1.01 for every $1.00 the employer contributed; active participation has grown from 135 to 154 since 2022.

Plan summary
Net assets, end of year$4,085,820
Participants with balances204
Active participants154
Employer contributions$344,341
Employee contributions$346,208
Employer contribution per active participant$2,236
Average account balance$20,029
Benefits paid to participants$197,745
Plan auditUnmodified (clean) audit opinion
AuditorDE ANGEL & COMPANIA
Plan history3
Yearassets · accounts · employer contribution
2024$4.1M · 204 accts · $344K emplr
2023$3.3M · 145 accts · $274K emplr
2022$2.7M · 141 accts · $218K emplr
The Concilio de Salud Integrl de Loiza, Inc. 401(k) match · 2024
Employer contribution per active participant$2,236
Median for plans this size$1,313
2024$2,236 per active participant
2023$1,999 per active participant
2022$1,615 per active participant

Concilio de Salud Integrl de Loiza, Inc.'s 2024 employer contribution ran above 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 · 20243
RESOURCES INVESTMENT ADVISORS · Investment advisory (plan)$22,990
A & A EMPLOYEE BENEFITS CONSULTING · Contract administratorindirect comp

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$55,151 · 1.50%
2023$41,657 · 1.39%
2022$44,256 · 1.53%
Same employer
Similar plansHealth Care & Social Assistance · PR
Gvs Puerto Rico, LLC PR$5.2M · 0.32%
Home Orthopedics Corp PR$4.5M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660314649 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.