Holsum de Puerto Rico retirement plan: assets, participants and fees
What Holsum de Puerto Rico's 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 | Bppr - Popular Fiduciary Services | Schedule C ↗ |
| Independent auditor | Landa Umpierre Psc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,612 defined-contribution plans in manufacturing with 500 to 999 participants.
| Holsum de Puerto Rico: employer contribution per participant | $359 | |
| Peer median | $2,038 |
| Holsum de Puerto Rico: average balance | $35,975 | |
| Peer median | $72,907 |
| Holsum de Puerto Rico: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.20% |
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 $20M at the end of plan year 2021 to $22.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 828 | $22.8M | $228K | $359 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 1,679 | $20M | $240K | $351 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 1,483 | $17.3M | $232K | $353 | 0.18% | Not published | Form 5500 ↗ |
| 2021 | 1,029 | $20M | $229K | $364 | 0.01% | Not published | Form 5500 ↗ |
Other Holsum de Puerto Rico plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Holsum de Puerto Rico, Inc. Employees' Retirement Plan
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.
| Independent auditor | Landa Umpierre Psc (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Holsum de Puerto Rico, Inc. Virgin Islands Employees' Retirement Plan
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.
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Holsum de Puerto Rico match 401(k) contributions?
The match terms for the Plan de Ahorro, Inversiones Y Retiro de Empleados de Holsum de Puerto Rico, Inc. have not been published from its filing yet. The plan year 2024 filing reports $228K in employer contributions, about $359 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Holsum de Puerto Rico 401(k) match vested?
The vesting schedule for the Plan de Ahorro, Inversiones Y Retiro de Empleados de Holsum de Puerto Rico, Inc. is not in the data published so far. Your Summary Plan Description states it.
Who manages the Holsum de Puerto Rico 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Bppr - Popular Fiduciary Services. The plan administrator is Holsum de Puerto Rico, Inc..
I left Holsum de Puerto Rico. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Holsum de Puerto Rico, Inc., (787) 798-8282) or the recordkeeper, Bppr - Popular Fiduciary Services. The Holsum de Puerto Rico old 401(k) page lists the contacts from every plan filing. Find an old Holsum de Puerto Rico 401(k)
Data from the public Form 5500 annual reports Holsum de Puerto Rico 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 Holsum de Puerto Rico. Not financial advice. Report a correction · Methodology