Plan Ledger DOL Form 5500 · updated monthly

Crowley Liner Services Puerto Rico,Inc.DC plan

UNION DE TRONQUISTAS DE PUERTO RICO LOCAL 901 OF CROWLEY LINER SERVICES PUERTO RICO INC DEFINED CONTRIBUTION RETIREMENT PLAN · SAN JUAN, PR · plan year 2023

Reported admin expense ratio · 2023
0.24%

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

Crowley Liner Services Puerto Rico,Inc. reported $54,715 in plan administrative expenses for 2023: 0.24% of average plan assets, below the peer median. Employer contributions averaged $6,236 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 2 years on file its reported administrative ratio rose from 0.13% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 55th-largest of 323 plans among PR employers on file, and the 634th of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$24,584,273
Participants with balances210
Active participants207
Employer contributions$1,290,808
Employee contributions$0
Employer contribution per active participant$6,236
Average account balance$117,068
Benefits paid to participants$2,381,556
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.5M · 210 accts · $1.3M emplr
2023$24.6M · 210 accts · $1.3M emplr
2022$21.4M · 210 accts · $1.3M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$42,666
Investment management$1,729
Trustee / custodial$10,190
Total administrative$54,715
Employer contributions to the Crowley Liner Services Puerto Rico,Inc. plan · 2023
Employer contribution per active participant$6,236
Median for plans this size$2,440
2024$6,353 per active participant
2023$6,236 per active participant
2022$6,184 per active participant

Crowley Liner Services Puerto Rico,Inc.'s 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$42,666
BANCO POPULAR · Other services$10,190
STRATEGIC ADVISOR INC · Investment advisory (plan)$1,729
FINANXIAL LLC · Consulting$130

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$58,266 · 0.24%
2023$54,715 · 0.24%
2022$35,047 · 0.13%
Similar plansTransportation & Warehousing · PR
Wow Logistics Company WI$24.7M · 0.18%
Lawrence Companies VA$24.7M · 0.03%
Tm Pay, Inc. MO$24.7M · 0.40%
Rukert Terminals Corp. MD$24.6M · 0.09%
Hodge Company IA$24.5M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660208002 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.