Plan Ledger DOL Form 5500 · updated monthly

Pharma-Bio Serv Pr, Inc.401(k)

PHARMA-BIO SERV PR, INC. RETIREMENT PLAN · DORADO, PR · plan year 2024

Reported admin expense ratio · 2024
0.77%

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

Pharma-Bio Serv Pr, Inc. reported $33,136 in plan administrative expenses for 2024: 0.77% of average plan assets, above the peer median. Employer contributions averaged $1,606 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 has held roughly steady near 0.77%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in PR (183rd of 323), and 9,910th of 11,654 in professional & technical services. In 2024, employees put in $1.59 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,712,489
Participants with balances74
Active participants52
Employer contributions$83,505
Employee contributions$132,855
Employer contribution per active participant$1,606
Average account balance$63,682
Benefits paid to participants$30,308
Plan auditUnmodified (clean) audit opinion
AuditorCROWE PR, PSC
Plan history2
Yearassets · accounts · employer contribution
2024$4.7M · 74 accts · $84K emplr
2023$3.9M · 77 accts · $121K emplr
The Pharma-Bio Serv Pr, Inc. 401(k) match · 2024
Employer contribution per active participant$1,606
Median for plans this size$1,313
2024$1,606 per active participant
2023$2,233 per active participant

Pharma-Bio Serv Pr, Inc.'s 2024 employer contribution ran above 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 · 20244
STONECREST ADVISORS, INC. · Investment advisory (plan)$19,626
LEAF HOUSE FINANCIAL ADVISORS LLC · Investment advisory (plan)$2,180
EMPOWER ADVISORY GROUP, LLC · Investment management$1,007

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

Administrative cost history2
2024$33,136 · 0.77%
2023$28,799 · 0.78%
All plans at this employer2
PHARMA-BIO SERV PR, INC. RETIREMENT PLAN401(k)
PHARMA-BIO SERV PR, INC. RETIREMENT PLAN401(k)
Similar plansProfessional & Technical Services · PR
Rsm Puerto Rico PR$5.7M · 1.18%
Cabrera, Inc. PR$4.0M · 0.88%
Wovenware Inc. PR$3.9M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660549685 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.