Plan Ledger DOL Form 5500 · updated monthly

Neolpharma Inc.Profit-sharing plan

NEOLPHARMA 1081. 01 (D) SAVINGS PLAN SAVINGS PLAN · SAN JUAN, PR · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Neolpharma Inc. reported $28,474 in plan administrative expenses for 2024: 0.49% of average plan assets, below the peer median. Employer contributions averaged $865 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 rose from 0.24% to 0.49%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in PR (166th of 323), and 10,656th of 13,661 in manufacturing. In 2024, employees put in $2.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,038,018
Participants with balances168
Active participants168
Employer contributions$145,240
Employee contributions$380,261
Employer contribution per active participant$865
Average account balance$35,941
Benefits paid to participants$466,508
Plan auditUnmodified (clean) audit opinion
AuditorSHARON & GONZALEZ, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$6.0M · 168 accts · $145K emplr
2023$5.5M · 192 accts · $159K emplr
2022$4.5M · 193 accts · $169K emplr
Employer contributions to the Neolpharma Inc. plan · 2024
Employer contribution per active participant$865
Median for plans this size$1,313
2024$865 per active participant
2023$1,033 per active participant
2022$1,033 per active participant

Neolpharma Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size. 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$937

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$28,474 · 0.49%
2023$14,610 · 0.29%
2022$12,125 · 0.24%
Same employer
Similar plansManufacturing · PR
Integra Ci, Inc. PR$10.2M · 0.06%
Swirl Corp. PR$7.4M · 0.51%
Ccl Puerto Rico, Inc. PR$6.5M · 1.27%
To-Ricos LTD PR$4.7M · 0.07%
MC-21 LLC PR$4.5M · 0.47%
Canarico Quarries, Inc. PR$4.2M · 1.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660790995 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.