Plan Ledger DOL Form 5500 · updated monthly

Destileria SerrallesProfit-sharing plan

DESTILERIA SERRALLES INC RETIREMENT PLAN · MERCEDITA, PR · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Destileria Serralles reported $43,647 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $936 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 0.35% to 0.41%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 109th-largest of 323 plans among PR employers on file, and 8,102nd of 13,661 in manufacturing. In 2024, employees put in $3.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,754,494
Participants with balances242
Active participants216
Employer contributions$202,248
Employee contributions$679,105
Employer contribution per active participant$936
Average account balance$48,572
Benefits paid to participants$294,743
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.8M · 242 accts · $202K emplr
2023$9.7M · 239 accts · $191K emplr
2022$7.5M · 232 accts · $183K emplr
Employer contributions to the Destileria Serralles plan · 2024
Employer contribution per active participant$936
Median for plans this size$2,416
2024$936 per active participant
2023$892 per active participant
2022$857 per active participant

Destileria Serralles's 2024 employer contribution ran below the $2,416 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 · 20241
BPPR - POPULAR FIDUCIARY SERVICES · Trusteeindirect 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$43,647 · 0.41%
2023$36,558 · 0.43%
2022$29,791 · 0.35%
All plans at this employer2
UNION DE LA INDUSTRIA LICORERA DE PONCE PENSION PLAN401(k)
DESTILERIA SERRALLES INC RETIREMENT PLANProfit-sharing plan
Same employer
Similar plansManufacturing · PR
Combe Products Inc PR$15.0M · 0.17%
Pan American Grain Mfg. Co PR$11.7M · 0.03%
Integra Ci, Inc. PR$10.2M · 0.06%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 660179709 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.