Plan Ledger DOL Form 5500 · updated monthly

Mark J BerenzdivinProfit-sharing plan

ALMACENES KRESS RETIREMENT PLAN · SAN JUAN, PR · plan year 2022

Reported admin expense ratio · 2022
1.36%

Mark J Berenzdivin reported $17,468 in plan administrative expenses for 2022: 1.36% of average plan assets, higher than ~90% of peers. 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 1.36% to 0.83%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in PR (303rd of 323), and 11,441st of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$449,311
Participants with balances322
Active participants29
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$1,395
Benefits paid to participants$1,645,007
Plan history3
Yearassets · accounts · employer contribution
2024$381K · 322 accts
2023$367K · 322 accts
2022$449K · 322 accts
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$17,468
Total administrative$17,468
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$3,100 · 0.83%
2023$2,500 · 0.61%
2022$17,468 · 1.36%
Similar plansProfessional & Technical Services · PR
Pharmpix Corp PR$2.2M · 0.42%
Trafon Group, Inc PR$1.3M · 1.50%
Va Claim Pros, LLC PR$392K · 5.62%
BDO Puerto Rico, P.S.C. PR$72K · 1.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660254503 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.