Plan Ledger DOL Form 5500 · updated monthly

Ffi Holdings Puerto Rico, Inc.401(k)

FFI HOLDINGS PR INC RETIREMENT PLAN · SAN JUAN, PR · plan year 2024

Reported admin expense ratio · 2024
1.03%

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

Ffi Holdings Puerto Rico, Inc. reported $4,757 in plan administrative expenses for 2024: 1.03% of average plan assets, above the peer median. Employer contributions averaged $1,043 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.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in PR (292nd of 323), and 4,744th of 4,798 in finance & insurance. In 2024, employees put in $1.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$649,999
Participants with balances181
Active participants147
Employer contributions$153,349
Employee contributions$188,868
Employer contribution per active participant$1,043
Average account balance$3,591
Benefits paid to participants$11,819
Plan auditUnmodified (clean) audit opinion
AuditorDRIVEN PSC
Plan history2
Yearassets · accounts · employer contribution
2024$650K · 181 accts · $153K emplr
2022$90K · 63 accts
The Ffi Holdings Puerto Rico, Inc. 401(k) match · 2024
Employer contribution per active participant$1,043
Median for plans this size$540

Ffi Holdings Puerto Rico, Inc.'s 2024 employer contribution ran above the $540 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
EPOWER ANNUITY INSURANCE COMPANY$3,092
PENSION PLUS, INC · Contract administratorindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$4,757 · 1.03%
2022Not separately reported
Same employer
Similar plansFinance & Insurance · PR
Trans-Oceanic Group, Inc PR$2.2M · 1.65%
Continental Credit CO$790K · 1.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660727357 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.