Plan Ledger DOL Form 5500 · updated monthly

Grupo Hima San Pablo, IncProfit-sharing plan

GRUPO HIMA SAN PABLO, INC. AFFILIATES SAVINGS RETIREMENT PLAN · CAGUAS, PR · plan year 2023

Reported admin expense ratio · 2023
0.42%

Grupo Hima San Pablo, Inc reported $166,948 in plan administrative expenses for 2023: 0.42% 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 1 year on file its reported administrative ratio fell from 0.81% to 0.42%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 38th-largest of 323 plans among PR employers on file, and the 2,232nd of 11,911 in health care & social assistance. active participation has shrunk from 4,026 to 1,413 since 2022.

Plan summary
Net assets, end of year$40,346,349
Participants with balances2,308
Active participants1,413
Employer contributions—
Employee contributions$3,270,101
Employer contribution per active participant—
Average account balance$17,481
Benefits paid to participants$8,595,916
Plan auditUnmodified (clean) audit opinion
AuditorPKF PUERTO RICO, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$40.3M · 2,308 accts
2022$39.7M · 3,273 accts
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
BPPR-POPULAR FIDUCIARY SERVICES · Trustee$93,557

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

Administrative cost history3
2024Not separately reported
2023$166,948 · 0.42%
2022$385,984 · 0.81%
Same employer
Similar plansHealth Care & Social Assistance · PR
Capital Hospice VA$40.4M · 0.38%
Texas Retina Associates TX$40.3M · 0.06%
Rideout Memorial Hospital CA$40.3M · 0.20%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 660668245 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.