Plan Ledger DOL Form 5500 · updated monthly

Shc Owner, LLCProfit-sharing plan

DCH/OH RETIREMENT PLAN · DORADO, PR · plan year 2024

Reported admin expense ratio · 2024
1.71%

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

Shc Owner, LLC reported $10,820 in plan administrative expenses for 2024: 1.71% of average plan assets, above the peer median. Employer contributions averaged $359 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 1 year on file its reported administrative ratio rose from 1.37% to 1.71%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in PR (287th of 323), and 11,085th of 11,911 in health care & social assistance. In 2024, employees put in $2.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$783,141
Participants with balances303
Active participants215
Employer contributions$77,215
Employee contributions$158,747
Employer contribution per active participant$359
Average account balance$2,585
Benefits paid to participants$25,525
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$783K · 303 accts · $77K emplr
2023$486K · 187 accts · $48K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,185
Investment management$601
Trustee / custodial$902
Total administrative$10,820
Employer contributions to the Shc Owner, LLC plan · 2024
Employer contribution per active participant$359
Median for plans this size$540
2024$359 per active participant
2023$330 per active participant

Shc Owner, LLC's 2024 employer contribution ran below the $540 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.

Administrative cost history2
2024$10,820 · 1.71%
2023$5,073 · 1.37%
Same employer
Similar plansHealth Care & Social Assistance · PR
Metro Pavia at Home LLC PR$1.0M · 0.78%
Clinical Medical Services PR$869K · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660874686 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.