Plan Ledger DOL Form 5500 · updated monthly

Terumo Puerto Rico LLCProfit-sharing plan

TERUMO PUERTO RICO LLC RETIREMENT PLAN · SOMERSET, NJ · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Terumo Puerto Rico LLC reported $39,631 in plan administrative expenses for 2024: 0.50% of average plan assets, below the peer median. Employer contributions averaged $1,736 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 fell from 0.75% to 0.50%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in New Jersey (1,582nd of 2,419), and 8,305th of 11,654 in professional & technical services. In 2024, employees put in $1.72 for every $1.00 the employer contributed; active participation has shrunk from 369 to 322 since 2022.

Plan summary
Net assets, end of year$9,047,319
Participants with balances406
Active participants322
Employer contributions$559,074
Employee contributions$964,077
Employer contribution per active participant$1,736
Average account balance$22,284
Benefits paid to participants$175,687
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.0M · 406 accts · $559K emplr
2023$6.8M · 425 accts · $535K emplr
2022$4.9M · 424 accts · $485K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,643
Investment management$11,988
Total administrative$39,631
Employer contributions to the Terumo Puerto Rico LLC plan · 2024
Employer contribution per active participant$1,736
Median for plans this size$1,313
2024$1,736 per active participant
2023$1,551 per active participant
2022$1,314 per active participant

Terumo Puerto Rico LLC's 2024 employer contribution ran above 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 · 20241
BENEFIT PLANS ADMIN SERVICES · Recordkeeping · Investment advisory (plan)$39,631

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

Recordkeeper by year2
2024BENEFIT PLANS ADMIN SERVICES
2023BENEFIT PLANS ADMIN SERVICES

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$39,631 · 0.50%
2023$29,376 · 0.50%
2022$39,500 · 0.75%
Same employer
Similar plansProfessional & Technical Services · New Jersey
Datanomics, Inc. NJ$9.4M · 0.01%
Blue Sage Solutions LLC NJ$9.4M · 0.09%
Hrg Management, LLC NJ$8.7M · 0.13%
Comodo Group Inc NJ$8.7M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660868014 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.