Plan Ledger DOL Form 5500 · updated monthly

Genera Pr LLCProfit-sharing plan

GENERA PR SAVING PLAN · SAN JUAN, PR · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Genera Pr LLC reported $1,516 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,359 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 1 year on file its reported administrative ratio rose from 0.00% to 0.02%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other utilities employers. By assets it is the 119th-largest of 323 plans among PR employers on file, and 323rd of 412 in utilities. In 2024, employees put in $1.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,203,711
Participants with balances732
Active participants725
Employer contributions$2,434,991
Employee contributions$3,954,500
Employer contribution per active participant$3,359
Average account balance$13,939
Benefits paid to participants$212,549
Plan auditUnmodified (clean) audit opinion
AuditorLANDA UMPIERRE PSC
Plan history2
Yearassets · accounts · employer contribution
2024$10.2M · 732 accts · $2.4M emplr
2023$3.0M · 692 accts · $1.1M emplr
Employer contributions to the Genera Pr LLC plan · 2024
Employer contribution per active participant$3,359
Median for plans this size$1,313
2024$3,359 per active participant
2023$1,492 per active participant

Genera Pr LLC's 2024 employer contribution ran above the $1,313 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.

Administrative cost history2
2024$1,516 · 0.02%
2023$20 · 0.00%
Same employer
Similar plansUtilities · PR
Luma Energy, LLC PR$75.7M · 0.09%
Quality Water & Air Inc. TX$10.3M · 0.13%
Smart Wires Grid, Inc. NC$10.2M · 0.38%
USA Water, LLC TX$10.2M · 0.21%
Cedar Grove WA$10.0M · 0.74%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 660994219 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.