Plan Ledger DOL Form 5500 · updated monthly

Robinson School, Inc.401(k)

ROBINSON SCHOOL , INC. RETIREMENT PLAN · SAN JUAN, PR · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Robinson School, Inc. reported $13,284 in plan administrative expenses for 2024: 0.21% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,052 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 0.18% to 0.21%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is the 153rd-largest of 323 plans among PR employers on file, and 2,333rd of 3,091 in educational services. In 2024, employees put in $1.21 for every $1.00 the employer contributed; active participation has grown from 130 to 160 since 2022.

Plan summary
Net assets, end of year$6,988,529
Participants with balances134
Active participants160
Employer contributions$168,363
Employee contributions$203,532
Employer contribution per active participant$1,052
Average account balance$52,153
Benefits paid to participants$102,422
Plan auditUnmodified (clean) audit opinion
AuditorTORRES, HERNANDEZ & PUNTER, CPA, PS
Plan history3
Yearassets · accounts · employer contribution
2024$7.0M · 134 accts · $168K emplr
2023$5.8M · 123 accts · $136K emplr
2022$4.7M · 119 accts · $124K emplr
The Robinson School, Inc. 401(k) match · 2024
Employer contribution per active participant$1,052
Median for plans this size$1,313
2024$1,052 per active participant
2023$1,090 per active participant
2022$958 per active participant

Robinson School, 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 · 20244
COSULTIVA INTERNATIONAL, INC · Investment advisory (plan)$25,100
EMPOWER ADVISORY GROUP LLC · Investment management$1,518
A & A EMPLOYEE BENEFITS CONSULTING · Contract administratorindirect comp

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$13,284 · 0.21%
2023$10,052 · 0.19%
2022$9,228 · 0.18%
Similar plansEducational Services · PR
Colegio Marista PR$7.1M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660367053 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.