Plan Ledger DOL Form 5500 · updated monthly

Fenwal International, Inc.Profit-sharing plan

FENWAL INTERNATIONAL, INC. SAVINGS AND RETIREMENT PLAN · SAN GERMAN, PR · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Fenwal International, Inc. reported $155,850 in plan administrative expenses for 2024: 0.56% of average plan assets, higher than ~75% of peers. Employer contributions averaged $795 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 0.64% to 0.56%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 48th-largest of 323 plans among PR employers on file, and the 2,826th of 11,911 in health care & social assistance. In 2024, employees put in $2.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$29,332,550
Participants with balances938
Active participants938
Employer contributions$746,029
Employee contributions$1,719,937
Employer contribution per active participant$795
Average account balance$31,271
Benefits paid to participants$1,690,289
Plan auditUnmodified (clean) audit opinion
AuditorALEXANDER RIVERA CRUZ
Plan history3
Yearassets · accounts · employer contribution
2024$29.3M · 938 accts · $746K emplr
2023$26.1M · 910 accts · $727K emplr
2022$21.8M · 873 accts · $648K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$155,850
Total administrative$155,850
Employer contributions to the Fenwal International, Inc. plan · 2024
Employer contribution per active participant$795
Median for plans this size$2,416
2024$795 per active participant
2023$799 per active participant
2022$746 per active participant

Fenwal International, Inc.'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 · 20243
PENSION ADMINISTRATORS GROUP, INC. · Contract administrator$46,378
ALEXANDER RIVERA CRUZ · Accounting / audit$29,698

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$155,850 · 0.56%
2023$106,151 · 0.44%
2022$158,741 · 0.64%
Same employer
Similar plansHealth Care & Social Assistance · PR
Grupo Hima San Pablo, Inc PR$40.3M · 0.42%
Hospital General Menonita PR$36.4M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 980517868 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.