Plan Ledger DOL Form 5500 · updated monthly

Pueblo Inc.Profit-sharing plan

PUEBLO INC. RETIREMENT PLAN · CAROLINA, PR · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Pueblo Inc. reported $1,960 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $183 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 0.34% to 0.06%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in PR (190th of 323), and 3,955th of 5,215 in retail trade. In 2024, employees put in $3.34 for every $1.00 the employer contributed; active participation has grown from 740 to 1,590 since 2022.

Plan summary
Net assets, end of year$4,346,907
Participants with balances1,322
Active participants1,590
Employer contributions$291,678
Employee contributions$972,839
Employer contribution per active participant$183
Average account balance$3,288
Benefits paid to participants$188,333
Plan auditUnmodified (clean) audit opinion
AuditorLANDA UMPIERRE PSC
Plan history3
Yearassets · accounts · employer contribution
2024$4.3M · 1,322 accts · $292K emplr
2023$2.6M · 917 accts · $200K emplr
2022$1.5M · 751 accts · $188K emplr
Employer contributions to the Pueblo Inc. plan · 2024
Employer contribution per active participant$183
Median for plans this size$1,313
2024$183 per active participant
2023$147 per active participant
2022$255 per active participant

Pueblo Inc.'s 2024 employer contribution ran below the $1,313 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.

Administrative cost history3
2024$1,960 · 0.06%
2023$8,678 · 0.42%
2022$4,051 · 0.34%
Same employer
Similar plansRetail Trade · PR
Vph Motor Corp PR$5.4M · 0.46%
Rooms to Go PR$5.3M · 0.10%
Humberto Vidal, Inc. PR$4.6M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660702072 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.