Plan Ledger DOL Form 5500 · updated monthly

Costa Salud Community Health CenterProfit-sharing plan

COSTA SALUD SAVINGS AND RETIREMENT PLAN · RINCON, PR · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Costa Salud Community Health Center reported $4,128 in plan administrative expenses for 2024: 0.39% of average plan assets, below the peer median. Employer contributions averaged $736 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 2.22% to 0.39%. 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 (276th of 323), and 10,670th of 11,911 in health care & social assistance. In 2024, employees put in $2.41 for every $1.00 the employer contributed; active participation has grown from 138 to 156 since 2022.

Plan summary
Net assets, end of year$1,268,339
Participants with balances128
Active participants156
Employer contributions$114,802
Employee contributions$276,785
Employer contribution per active participant$736
Average account balance$9,909
Benefits paid to participants$96,326
Plan auditUnmodified (clean) audit opinion
AuditorRRC CAP GROUP PSC
Plan history3
Yearassets · accounts · employer contribution
2024$1.3M · 128 accts · $115K emplr
2023$860K · 110 accts · $111K emplr
2022$396K · 110 accts · $95K emplr
Employer contributions to the Costa Salud Community Health Center plan · 2024
Employer contribution per active participant$736
Median for plans this size$1,313
2024$736 per active participant
2023$762 per active participant
2022$692 per active participant

Costa Salud Community Health Center'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$4,128 · 0.39%
2023$100 · 0.02%
2022$5,767 · 2.22%
Same employer
Similar plansHealth Care & Social Assistance · PR
Laboratorios Ramirez LLC PR$1.7M · 0.96%
Metro Pavia at Home LLC PR$1.0M · 0.78%
Clinical Medical Services PR$869K · 0.32%
Shc Owner, LLC PR$783K · 1.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660428488 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.