Plan Ledger DOL Form 5500 · updated monthly

Fluor Daniel Caribbean IncProfit-sharing plan

FLUOR PUERTO RICO SALARIED EMPLOYEES RETIREMENT PLAN · SAN JUAN, PR · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Fluor Daniel Caribbean Inc reported $171,456 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $5,214 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 3 years on file its reported administrative ratio has held roughly steady near 0.349%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 33rd-largest of 323 plans among PR employers on file, and the 2,665th of 11,654 in professional & technical services. In 2024, employees put in $1.51 for every $1.00 the employer contributed; active participation has shrunk from 115 to 81 since 2022.

Plan summary
Net assets, end of year$52,308,205
Participants with balances187
Active participants81
Employer contributions$422,305
Employee contributions$638,117
Employer contribution per active participant$5,214
Average account balance$279,723
Benefits paid to participants$922,763
Plan auditUnmodified (clean) audit opinion
AuditorYANIRA ROSARIO CPA LLC
Plan history3
Yearassets · accounts · employer contribution
2024$52.3M · 187 accts · $422K emplr
2023$45.9M · 267 accts · $435K emplr
2022$42.8M · 269 accts · $431K emplr
Employer contributions to the Fluor Daniel Caribbean Inc plan · 2024
Employer contribution per active participant$5,214
Median for plans this size$2,416
2024$5,214 per active participant
2023$3,749 per active participant
2022$3,745 per active participant

Fluor Daniel Caribbean Inc's 2024 employer contribution ran above the $2,416 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
PENSION ADMINISTRATORS GROUP, INC. · Recordkeeping$148,711
YANIRA ROSARIO CPA LLC · Accounting / audit$18,650

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

Recordkeeper by year2
2024PENSION ADMINISTRATORS GROUP, INC.
2023PENSION ADMINISTRATORS GROUP, INC.

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$171,456 · 0.35%
2023$156,407 · 0.35%
2022$168,669 · 0.35%
Similar plansProfessional & Technical Services · PR
Universal Group PR$134.4M · 0.33%
McConnell Valdes LLC PR$80.8M · 0.40%
O'Neill & Borges LLC PR$65.3M · 0.02%
Microsoft Caribbean, Inc. PR$38.8M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 570468292 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.