Retirement plan

PUERTO RICO DELI PROVISIONS RETIREMENT PLAN

Name: PUERTO RICO DELI PROVISIONS LLC - PUERTO RICO DELI PROVISIONS RETIREMENT PLAN (2025) 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 2025

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$666K

+27.5% from 2024

Total participants

0.0% from 2024

Average account balance

$37,013

+27.5% from 2024

Annual return

15.20%

+3.37 pp from 2024

Benchmarks

See 10,528 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort10,528 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$666K

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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

$75K

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

+15.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$589

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

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

$11K

$589 / participant

Other / not subdivided$11K100.0%

% of EOY assets

1.590%

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

$37,013

$69,118-46.4%

$53,647-31.0%

$138,895-73.4%

Participation rate

100.0%

64.0%+36.0pp

56.3%+43.7pp

79.9%+20.1pp

Annual return

15.20%

248.26%-233.1pp

358.33%-343.1pp

145.39%-130.2pp

Employer contribution / active EE

$1,784

$1,189+50.0%

$962+85.4%

$4,194-57.5%

Participant deferral / active EE

$2,369

$2,274+4.2%

$1,813+30.6%

$6,396-63.0%

Admin fee / account holder

$589

$2,724-78.4%

$2,460-76.1%

$12,562-95.3%

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