Plan Ledger DOL Form 5500 · updated monthly

Coopervision Manufacturing Puerto Rico, LLCProfit-sharing plan

COOPERVISION MANUFACTURING PUERTO RICO, LLC SAVINGS PLAN · JUANA DIAZ, PR · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Coopervision Manufacturing Puerto Rico, LLC reported $91,305 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $1,370 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 $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 27th-largest of 323 plans among PR employers on file, and the 342nd of 3,341 in other services. In 2024, employees put in $1.38 for every $1.00 the employer contributed; active participation has grown from 1,804 to 2,162 since 2022.

Plan summary
Net assets, end of year$62,977,124
Participants with balances2,559
Active participants2,162
Employer contributions$2,962,612
Employee contributions$4,078,715
Employer contribution per active participant$1,370
Average account balance$24,610
Benefits paid to participants$2,114,950
Plan auditUnmodified (clean) audit opinion
AuditorAJ HERNANDEZ & CO. CPA, PSC
Plan history3
Yearassets · accounts · employer contribution
2024$63.0M · 2,559 accts · $3.0M emplr
2023$50.4M · 2,284 accts · $2.5M emplr
2022$39.4M · 2,128 accts · $2.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$83,994
Audit (IQPA)$7,311
Total administrative$91,305
Employer contributions to the Coopervision Manufacturing Puerto Rico, LLC plan · 2024
Employer contribution per active participant$1,370
Median for plans this size$3,635
2024$1,370 per active participant
2023$1,357 per active participant
2022$1,267 per active participant

Coopervision Manufacturing Puerto Rico, LLC's 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
BENEFIT PLANS ADMIN SERVICES, INC. · Recordkeeping · Investment advisory (plan)$83,994
CRUZ & URRUTIA CPA LLC · Accounting / audit$7,311

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

Recordkeeper by year2
2024BENEFIT PLANS ADMIN SERVICES, INC.
2023BENEFIT PLANS ADMIN SERVICES, INC.

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

Administrative cost history3
2024$91,305 · 0.16%
2023Not separately reported
2022Not separately reported
Same employer
Similar plansOther Services · PR
The Kresge Foundation MI$63.1M · 0.02%
Allosource CO$62.8M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 980213394 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.