Colegio Sagrado Corazon de University Gardens retirement plan: assets, participants and fees
What Colegio Sagrado Corazon de University Gardens' retirement plan 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 A.I.C.A | Schedule C ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Plan history
Plan assets went from $314K at the end of plan year 2021 to $564K at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 71 | $564K | $40K | $557 | 1.61% | Not published | Form 5500 ↗ |
| 2023 | 70 | $437K | $16K | $227 | 1.59% | Not published | Form 5500 ↗ |
| 2022 | 62 | $333K | $31K | $515 | 1.82% | Not published | Form 5500 ↗ |
| 2021 | 52 | $314K | $26K | $494 | 0.00% | Not published | Form 5500 ↗ |
Common questions
Does Colegio Sagrado Corazon de University Gardens match 401(k) contributions?
The match terms for the Colegio Sagrado Corazon de Jesus Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $40K in employer contributions, about $557 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Colegio Sagrado Corazon de University Gardens 401(k) match vested?
The vesting schedule for the Colegio Sagrado Corazon de Jesus Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Colegio Sagrado Corazon de University Gardens 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower A.I.C.A. The plan administrator is Colegio Sagrado Corazon de University Gardens Inc.
I left Colegio Sagrado Corazon de University Gardens. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Colegio Sagrado Corazon de University Gardens Inc, (787) 765-9430) or the recordkeeper, Empower A.I.C.A. The Colegio Sagrado Corazon de University Gardens old 401(k) page lists the contacts from every plan filing. Find an old Colegio Sagrado Corazon de University Gardens 401(k)
Data from the public Form 5500 annual reports Colegio Sagrado Corazon de University Gardens filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 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 Colegio Sagrado Corazon de University Gardens. Not financial advice. Report a correction · Methodology