Plan Ledger DOL Form 5500 · updated monthly

The San Jorge Hospital Inc.401(k)

THE SAN JORGE HOSPITAL RETIREMENT PLAN · SAN JUAN, PR · plan year 2024

Reported admin expense ratio · 2024
0.47%

The San Jorge Hospital Inc. reported $23,974 in plan administrative expenses for 2024: 0.47% of average plan assets, below the peer median. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in PR (191st of 323), and 8,302nd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$4,345,600
Participants with balances226
Active participants260
Employer contributions—
Employee contributions$94,390
Employer contribution per active participant—
Average account balance$19,228
Benefits paid to participants$1,933,642
Plan auditUnmodified (clean) audit opinion
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
ONEDIGITAL INVESTMENT ADVISORS · Investment advisory (plan)$4,437

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

Administrative cost history1
2024$23,974 · 0.47%
Similar plansHealth Care & Social Assistance · PR
Gvs Puerto Rico, LLC PR$5.2M · 0.32%
Home Orthopedics Corp PR$4.5M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 661068496 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.