Caribe Pharmacy Holdings 401(k) match, vesting and fees
What Caribe Pharmacy Holdings' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company | Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,284 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Caribe Pharmacy Holdings: employer contribution per participant | $206 | |
| Peer median | $2,610 |
| Caribe Pharmacy Holdings: average balance | $3,240 | |
| Peer median | $84,018 |
| Caribe Pharmacy Holdings: admin expenses ÷ assets | 0.44% | |
| Peer median | 0.17% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $3.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,244 | $3.2M | $203K | $206 | 0.44% | Not published | Form 5500 ↗ |
Common questions
Does Caribe Pharmacy Holdings match 401(k) contributions?
The match terms for the Caribe Pharmacy Savings and Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $203K in employer contributions, about $206 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Caribe Pharmacy Holdings 401(k) match vested?
The vesting schedule for the Caribe Pharmacy Savings and Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Caribe Pharmacy Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Caribe Pharmacy Holdings LLC.
I left Caribe Pharmacy Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Caribe Pharmacy Holdings LLC, (787) 787-7733) or the recordkeeper, Empower Annuity Insurance Company. The Caribe Pharmacy Holdings old 401(k) page lists the contacts from every plan filing. Find an old Caribe Pharmacy Holdings 401(k)
Data from the public Form 5500 annual reports Caribe Pharmacy Holdings filed with the U.S. Department of Labor (plan years 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Caribe Pharmacy Holdings. Not financial advice. Report a correction · Methodology