The Retail Group, Inc.Profit-sharing plan
THE RETAIL GROUP RETIREMENT PLAN · SAN JUAN, PR · plan year 2024
The Retail Group, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $1,038,957 across 127 participant accounts, with employer contributions averaging $80 per active participant. See methodology for what Form 5500 does and doesn't capture.
The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in PR (279th of 323), and 4,952nd of 5,215 in retail trade. In 2024, employees put in $2.84 for every $1.00 the employer contributed.
The Retail Group, Inc.'s 2024 employer contribution ran below the $540 median for plans its size, in the bottom quarter of its peers. 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.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 660676884 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.