Plan Ledger DOL Form 5500 · updated monthly

Salud Integral En la Montana401(k)

PLAN DE RETIRO DE SALUD INTEGRAL EN LA MONTANA · NARANJITO, PR · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

Salud Integral En la Montana reported $130,596 in plan administrative expenses for 2024: 0.62% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,324 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 0.22% to 0.62%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 59th-largest of 323 plans among PR employers on file, and the 3,311th of 11,911 in health care & social assistance. In 2024, the employer put in $2.25 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$23,424,844
Participants with balances759
Active participants759
Employer contributions$2,522,966
Employee contributions$1,123,678
Employer contribution per active participant$3,324
Average account balance$30,863
Benefits paid to participants$977,954
Plan auditUnmodified (clean) audit opinion
AuditorRRC CPA GROUP, PSC
Plan history3
Yearassets · accounts · employer contribution
2024$23.4M · 759 accts · $2.5M emplr
2023$19.0M · 743 accts · $4.0M emplr
2022$12.8M · 758 accts · $3.2M emplr
The Salud Integral En la Montana 401(k) match · 2024
Employer contribution per active participant$3,324
Median for plans this size$2,416
2024$3,324 per active participant
2023$5,358 per active participant
2022$4,263 per active participant

Salud Integral En la Montana's 2024 employer contribution ran above the $2,416 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 · 20245
THE 401K COMPANY OF PUERTO RICO INC · Investment advisory (plan) · Contract administrator$89,750
ORIENTAL BANK & TRUST · Trustee (directed)$32,219
EMPOWER ADVISORY GROUP LLC · Investment management$29
NATIONWIDE PLANNING ASSOCIATES INCindirect 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$130,596 · 0.62%
2023$58,346 · 0.37%
2022$25,775 · 0.22%
Same employer
Similar plansHealth Care & Social Assistance · PR
Grupo Hima San Pablo, Inc PR$40.3M · 0.42%
Hospital General Menonita PR$36.4M · 0.45%
Fenwal International, Inc. PR$29.3M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660329532 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.