Retirement plan

PUERTO RICO DELI PROVISIONS RETIREMENT PLAN

Name: PUERTO RICO DELI PROVISIONS LLC - PUERTO RICO DELI PROVISIONS RETIREMENT PLAN (2024) Form 5500
Creator: PUERTO RICO DELI PROVISIONS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PUERTO RICO DELI PROVISIONS RETIREMENT PLAN, PUERTO RICO DELI PROVISIONS LLC

PUERTO RICO DELI PROVISIONS LLCEIN 66-0786484Plan #001PY 2024

RR5 BOX 4697 - BAYAMON, PR 00956787-773-1998

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$523K

+28.6% from 2023

Total participants

+20.0% from 2023

Average account balance

$29,035

+7.1% from 2023

Annual return

11.83%

-5.46 pp from 2023

Benchmarks

See 14,005 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort14,005 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$523K

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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

$71K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+11.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$180

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 codes2E2F2G2J3B3C

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$3K

$180 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.621%

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

$29,035

$76,519-62.1%

$56,025-48.2%

$145,897-80.1%

Participation rate

100.0%

63.2%+36.8pp

52.5%+47.5pp

80.3%+19.7pp

Annual return

11.83%

3017.03%-3005.2pp

1712.69%-1700.9pp

552.29%-540.5pp

Employer contribution / active EE

$1,742

$1,383+25.9%

$1,042+67.2%

$4,663-62.6%

Participant deferral / active EE

$2,214

$2,624-15.6%

$1,955+13.3%

$6,689-66.9%

Admin fee / account holder

$180

$3,331-94.6%

$2,828-93.6%

$13,390-98.7%

PUERTO RICO DELI PROVISIONS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PUERTO RICO DELI PROVISIONS 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