Concilio de Salud Integrl de Loiza 401(k) match, vesting and fees
What Concilio de Salud Integrl de Loiza's 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 ↗ |
| Independent auditor | De Angel & Compania (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Concilio de Salud Integrl de Loiza: employer contribution per participant | $1,688 | |
| Peer median | $1,468 |
| Concilio de Salud Integrl de Loiza: average balance | $20,029 | |
| Peer median | $37,786 |
| Concilio de Salud Integrl de Loiza: admin expenses ÷ assets | 1.50% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $3.1M at the end of plan year 2021 to $4.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 207 | $4.1M | $344K | $1,688 | 1.50% | Not published | Form 5500 ↗ |
| 2023 | 145 | $3.3M | $274K | $1,888 | 1.39% | Not published | Form 5500 ↗ |
| 2022 | 141 | $2.7M | $218K | $1,547 | 1.53% | Not published | Form 5500 ↗ |
| 2021 | 133 | $3.1M | $203K | $1,530 | 1.49% | Not published | Form 5500 ↗ |
Common questions
Does Concilio de Salud Integrl de Loiza match 401(k) contributions?
The match terms for the Plan de Compensacion Diferida 1165(e) Del Concilio de Salud Integral de Loiza, Inc. have not been published from its filing yet. The plan year 2024 filing reports $344K in employer contributions, about $1,688 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Concilio de Salud Integrl de Loiza 401(k) match vested?
The vesting schedule for the Plan de Compensacion Diferida 1165(e) Del Concilio de Salud Integral de Loiza, Inc. is not in the data published so far. Your Summary Plan Description states it.
Who manages the Concilio de Salud Integrl de Loiza 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Concilio de Salud Integrl de Loiza, Inc..
I left Concilio de Salud Integrl de Loiza. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Concilio de Salud Integrl de Loiza, Inc., (787) 876-3130) or the recordkeeper, Empower Annuity Insurance Company. The Concilio de Salud Integrl de Loiza old 401(k) page lists the contacts from every plan filing. Find an old Concilio de Salud Integrl de Loiza 401(k)
Data from the public Form 5500 annual reports Concilio de Salud Integrl de Loiza 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 Concilio de Salud Integrl de Loiza. Not financial advice. Report a correction · Methodology