Fernando Sumaza & Co, Inc and Affil Iates401(k)
FERNANDO SUMAZA & CO, INC AND AFFILIATES 401K RETIREMENT PLAN · MAYAGUEZ, PR · plan year 2024
Fernando Sumaza & Co, Inc and Affil Iates reported $6,522 in plan administrative expenses for 2024: 1.60% of average plan assets, above the peer median. 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 0.00% to 1.60%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in PR (304th of 323), and 2,044th of 2,096 in real estate & leasing.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 660392250 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.