Plan Ledger DOL Form 5500 · updated monthly

Sartorius Stedim Filters, Inc.Profit-sharing plan

SARTORIUS STEDIM FILTERS, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN · YAUCO, PR · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Sartorius Stedim Filters, Inc. reported $46,083 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $1,808 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 0.17% to 0.41%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 102nd-largest of 323 plans among PR employers on file, and the 1,399th of 3,341 in other services. In 2024, the employer put in $1.25 for every $1.00 employees contributed themselves; active participation has shrunk from 1,416 to 899 since 2022.

Plan summary
Net assets, end of year$13,120,936
Participants with balances1,227
Active participants899
Employer contributions$1,625,260
Employee contributions$1,301,413
Employer contribution per active participant$1,808
Average account balance$10,694
Benefits paid to participants$821,791
Plan auditUnmodified (clean) audit opinion
AuditorRRC CPA GROUP PSC
Plan history3
Yearassets · accounts · employer contribution
2024$13.1M · 1,227 accts · $1.6M emplr
2023$9.5M · 1,205 accts · $1.7M emplr
2022$6.0M · 1,238 accts · $1.7M emplr
Employer contributions to the Sartorius Stedim Filters, Inc. plan · 2024
Employer contribution per active participant$1,808
Median for plans this size$2,416
2024$1,808 per active participant
2023$1,655 per active participant
2022$1,217 per active participant

Sartorius Stedim Filters, Inc.'s 2024 employer contribution ran below 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 · 20242
EMPOWER ADVISORY GROUP , LLC · Investment management$20,337

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$46,083 · 0.41%
2023$13,513 · 0.17%
2022$9,333 · 0.17%
Similar plansOther Services · PR
Ricoh Puerto Rico, Inc. PR$23.7M · 0.04%
Cossma, Inc. PR$14.8M · 0.77%
Empresas Berrios, Inc. PR$9.0M · 1.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660650060 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.