Retirement plan

CAGUAS PRIVATE SCHOOL RETIREMENT PLAN

Name: SHANTI EDUCATIONAL SERVICES CORP. - CAGUAS PRIVATE SCHOOL RETIREMENT PLAN (2025) Form 5500
Creator: SHANTI EDUCATIONAL SERVICES CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAGUAS PRIVATE SCHOOL RETIREMENT PLAN, SHANTI EDUCATIONAL SERVICES CORP.

SHANTI EDUCATIONAL SERVICES CORP.EIN 66-0730006Plan #001PY 2025

PO BOX 1321 - GURABO, PR 00778787-258-5656

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$334K

+32.1% from 2024

Total participants

-2.4% from 2024

Average account balance

$10,777

+36.4% from 2024

Annual return

13.84%

+6.18 pp from 2024

Benchmarks

See 3,430 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,430 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$334K

Not enough data

1 years with asset history on file

Average account balance

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

$11K

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.

76.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$46K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+13.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$151

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$5K

$120 / participant

Other / not subdivided$5K100.0%

% of EOY assets

1.406%

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

$10,777

$47,479-77.3%

$62,929-82.9%

$82,448-86.9%

Participation rate

76.9%

66.9%+10.1pp

73.1%+3.8pp

68.1%+8.9pp

Annual return

13.84%

20.34%-6.5pp

1063.93%-1050.1pp

41.64%-27.8pp

Employer contribution / active EE

$368

$1,885-80.5%

$2,505-85.3%

$2,551-85.6%

Participant deferral / active EE

$822

$2,870-71.3%

$3,888-78.8%

$4,139-80.1%

Admin fee / account holder

$151

$3,804-96.0%

$5,065-97.0%

$7,234-97.9%

CAGUAS PRIVATE SCHOOL RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAGUAS PRIVATE SCHOOL RETIREMENT 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