Plan Ledger DOL Form 5500 · updated monthly

Holsum de Puerto Rico, Inc.Profit-sharing plan

PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. · TOA BAJA, PR · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Holsum de Puerto Rico, Inc. reported $7,749 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $313 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 2 years on file its reported administrative ratio fell from 0.18% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 62nd-largest of 323 plans among PR employers on file, and the 5,449th of 13,661 in manufacturing. In 2024, employees put in $4.43 for every $1.00 the employer contributed; active participation has shrunk from 1,424 to 727 since 2022.

Plan summary
Net assets, end of year$22,808,455
Participants with balances634
Active participants727
Employer contributions$227,855
Employee contributions$1,009,147
Employer contribution per active participant$313
Average account balance$35,975
Benefits paid to participants$1,449,639
Plan auditUnmodified (clean) audit opinion
AuditorLANDA UMPIERRE PSC
Plan history3
Yearassets · accounts · employer contribution
2024$22.8M · 634 accts · $228K emplr
2023$20.0M · 683 accts · $240K emplr
2022$17.3M · 658 accts · $232K emplr
Employer contributions to the Holsum de Puerto Rico, Inc. plan · 2024
Employer contribution per active participant$313
Median for plans this size$2,416
2024$313 per active participant
2023$148 per active participant
2022$163 per active participant

Holsum de Puerto Rico, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20241
BPPR - POPULAR FIDUCIARY SERVICES · Trustee$7,749

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

Administrative cost history3
2024$7,749 · 0.04%
2023$8,643 · 0.05%
2022$34,287 · 0.18%
Same employer
Similar plansManufacturing · PR
Mylan LLC PR$26.1M · 0.01%
Bacardi Corporation PR$23.9M · 0.07%
Auro Pr Inc. PR$20.6M · 0.29%
Suiza Dairy Corp. PR$20.2M · 0.11%
Henkel Puerto Rico, Inc. PR$20.0M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660563016 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.