Plan Ledger DOL Form 5500 · updated monthly

Coreplus Servicios Clinicos Y Patologicos, LLC.Profit-sharing plan

COREPLUS SAVINGS & RETIREMENT PLAN · CAROLINA, PR · plan year 2024

Reported admin expense ratio · 2024
2.43%

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

Coreplus Servicios Clinicos Y Patologicos, LLC. reported $34,346 in plan administrative expenses for 2024: 2.43% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,751 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 rose from 1.13% to 2.43%. 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 among the smaller plans on file in PR (266th of 323), and 2,909th of 3,091 in educational services. In 2024, employees put in $1.44 for every $1.00 the employer contributed; active participation has shrunk from 119 to 91 since 2022.

Plan summary
Net assets, end of year$1,605,684
Participants with balances90
Active participants91
Employer contributions$159,349
Employee contributions$229,336
Employer contribution per active participant$1,751
Average account balance$17,841
Benefits paid to participants$155,422
Plan auditUnmodified (clean) audit opinion
AuditorDRIVEN PSC
Plan history3
Yearassets · accounts · employer contribution
2024$1.6M · 90 accts · $159K emplr
2023$1.2M · 142 accts · $167K emplr
2022$712K · 131 accts · $152K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,559
Investment management$1,432
Audit (IQPA)$13,049
Trustee / custodial$2,148
Total administrative$34,346
Employer contributions to the Coreplus Servicios Clinicos Y Patologicos, LLC. plan · 2024
Employer contribution per active participant$1,751
Median for plans this size$1,313
2024$1,751 per active participant
2023$1,620 per active participant
2022$1,279 per active participant

Coreplus Servicios Clinicos Y Patologicos, LLC.'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
BENEFIT PLANS ADMIN SERVICE, INC. · Recordkeeping · Investment management$11,991
DRIVEN · Accounting / audit$13,049
MASS MUTUAL · Investment advisory (participants) · Participant communication$7,159

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 SERVICE, INC.
2023BENEFIT PLANS ADMIN SERVICE, INC.

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

Administrative cost history3
2024$34,346 · 2.43%
2023$11,795 · 1.22%
2022$6,730 · 1.13%
Same employer
Similar plansEducational Services · PR

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 660593710 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.