Retirement plan

165(E) SAVINGS DEFERRED RETIREMENT PLAN FOR ERICSSON CARIBBEAN EMPLOYEES

Name: ERICSSON CARIBBEAN, INC. - 165(E) SAVINGS DEFERRED RETIREMENT PLAN FOR ERICSSON CARIBBEAN EMPLOYEES (2025) Form 5500
Creator: ERICSSON CARIBBEAN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 165(E) SAVINGS DEFERRED RETIREMENT PLAN FOR ERICSSON CARIBBEAN EMPLOYEES, ERICSSON CARIBBEAN, INC.

ERICSSON CARIBBEAN, INC.EIN 66-0473345Plan #001PY 2025

#48 CARR 162, CITY VIEW PLAZA STE 6010 - GUAYNABO, PR 009688069787-771-1713

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.1M

+9.0% from 2024

Total participants

-26.5% from 2024

Average account balance

$130,131

+57.7% from 2024

Annual return

13.35%

+0.45 pp from 2024

Benchmarks

See 10,975 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort10,975 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.12M

Not enough data

1 years with asset history on file

Average account balance

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

$130K

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.

87.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$207K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+13.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10557

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

$496K

$21573 / participant

Other / not subdivided$496K100.0%

% of EOY assets

8.113%

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

$130,131

$100,970+28.9%

$96,576+34.7%

$137,256-5.2%

Participation rate

87.0%

82.6%+4.3pp

81.4%+5.5pp

80.0%+7.0pp

Annual return

13.35%

38.16%-24.8pp

38.47%-25.1pp

220.34%-207.0pp

Employer contribution / active EE

$2,257

$3,809-40.7%

$3,553-36.5%

$4,156-45.7%

Participant deferral / active EE

$6,741

$8,286-18.6%

$7,956-15.3%

$6,407+5.2%

Admin fee / account holder

$10,557

$11,312-6.7%

$11,381-7.2%

$12,270-14.0%

165(E) SAVINGS DEFERRED RETIREMENT PLAN FOR ERICSSON CARIBBEAN EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

165(E) SAVINGS DEFERRED RETIREMENT PLAN FOR ERICSSON CARIBBEAN EMPLOYEES

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