Retirement plan

AVIS BUDGET DE PUERTO RICO, INC. PROFIT SHARING PLAN

Name: AVIS BUDGET DE PUERTO RICO INC. - AVIS BUDGET DE PUERTO RICO, INC. PROFIT SHARING PLAN (2025) Form 5500
Creator: AVIS BUDGET DE PUERTO RICO INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AVIS BUDGET DE PUERTO RICO, INC. PROFIT SHARING PLAN, AVIS BUDGET DE PUERTO RICO INC.

AVIS BUDGET DE PUERTO RICO INC.EIN 66-0645168Plan #001PY 2025

66 ACUARIO STREET, URB LOS ANGELES - CAROLINA, PR 00979787-253-5909

Other plans on this EIN

1 filing

#002Retirement-$3.2M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

+18.5% from 2024

Total participants

-31.3% from 2024

Average account balance

$98,503

+72.3% from 2024

Annual return

11.46%

-1.70 pp from 2024

Benchmarks

See 6,748 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,748 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.08M

Not enough data

1 years with asset history on file

Average account balance

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

$99K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$73K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+11.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1324

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 codes2J3C3H

Plan features

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$15K

$1324 / participant

Other / not subdivided$15K100.0%

% of EOY assets

1.344%

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

$98,503

$88,996+10.7%

$78,004+26.3%

$138,895-29.1%

Participation rate

100.0%

74.4%+25.6pp

69.4%+30.6pp

79.9%+20.1pp

Annual return

11.46%

28.03%-16.6pp

31.07%-19.6pp

145.39%-133.9pp

Employer contribution / active EE

$2,892

$2,917-0.8%

$2,469+17.1%

$4,194-31.0%

Participant deferral / active EE

$3,749

$4,724-20.6%

$4,092-8.4%

$6,396-41.4%

Admin fee / account holder

$1,324

$8,807-85.0%

$7,578-82.5%

$12,562-89.5%

AVIS BUDGET DE PUERTO RICO, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AVIS BUDGET DE PUERTO RICO, INC. 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