Retirement plan

FARMACIA AMIGA, INC. CODA PROFIT SHARING PLAN

Name: FARMACIA AMIGA, INC. - FARMACIA AMIGA, INC. CODA PROFIT SHARING PLAN (2025) Form 5500
Creator: FARMACIA AMIGA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FARMACIA AMIGA, INC. CODA PROFIT SHARING PLAN, FARMACIA AMIGA, INC.

FARMACIA AMIGA, INC.EIN 66-0453103Plan #001PY 2025

1 PASEO DE LOS GIGANTES SUITE 5 - CAROLINA, PR 009855444787-752-6246

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.6M

+18.1% from 2024

Total participants

-1.1% from 2024

Average account balance

$19,346

+22.3% from 2024

Annual return

13.53%

+4.80 pp from 2024

Benchmarks

See 5,704 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort5,704 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.63M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$19K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

79.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$139K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.53%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1109

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3C

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$93K

$1900 / participant

Other / not subdivided$93K100.0%

% of EOY assets

5.730%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$19,346

$74,535-74.0%

$100,712-80.8%

$82,637-76.6%

Participation rate

79.6%

61.2%+18.4pp

69.3%+10.3pp

68.1%+11.5pp

Annual return

13.53%

18.92%-5.4pp

33.27%-19.7pp

53.51%-40.0pp

Employer contribution / active EE

$777

$1,503-48.3%

$2,313-66.4%

$2,552-69.6%

Participant deferral / active EE

$2,059

$3,074-33.0%

$4,085-49.6%

$4,126-50.1%

Admin fee / account holder

$1,109

$6,576-83.1%

$9,256-88.0%

$7,339-84.9%

FARMACIA AMIGA, INC. CODA PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FARMACIA AMIGA, INC. CODA PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion