Plan Ledger DOL Form 5500 · updated monthly

Red Ventures Coqui, LLCProfit-sharing plan

RED VENTURES COQUI, LLC PUERTO RICO RETIREMENT PLAN · FORT MILL, SC · plan year 2025

Reported admin expense ratio · 2025
0.23%

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

Red Ventures Coqui, LLC reported $12,402 in plan administrative expenses for 2025: 0.23% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,306 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 0.23%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in South Carolina (533rd of 807), and 1,785th of 2,199 in information & media. In 2025, employees put in $1.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,268,278
Participants with balances158
Active participants169
Employer contributions$389,766
Employee contributions$747,040
Employer contribution per active participant$2,306
Average account balance$39,673
Benefits paid to participants$199,187
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2025$6.3M · 158 accts · $390K emplr
2024$4.4M · 145 accts · $295K emplr
Employer contributions to the Red Ventures Coqui, LLC plan · 2025
Employer contribution per active participant$2,306
Median for plans this size$1,464
2025$2,306 per active participant
2024$1,843 per active participant

Red Ventures Coqui, LLC's 2025 employer contribution ran above the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
BPPR - POPULAR FIDUCIARY SERVICES · Trustee$12,402

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

Administrative cost history2
2025$12,402 · 0.23%
2024$8,720 · 0.24%
Same employer
Similar plansInformation & Media · South Carolina
Evening Post Group, LLC SC$8.3M · 0.24%
Softdocs Sc, LLC SC$7.1M · 0.44%
Arcadia Publishing SC$2.9M · 1.14%
Fairway Outdoor LLC SC$2.6M · 0.04%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 660926033 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.