Hospital Episcopal San Lucas Ponce 401(k) match, vesting and fees
What Hospital Episcopal San Lucas Ponce'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 | Rrc Cpa Group Psc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Hospital Episcopal San Lucas Ponce: employer contribution per participant | $297 | |
| Peer median | $1,337 |
| Hospital Episcopal San Lucas Ponce: average balance | $1,969 | |
| Peer median | $35,764 |
| Hospital Episcopal San Lucas Ponce: admin expenses ÷ assets | 3.97% | |
| Peer median | 0.32% |
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 $52K at the end of plan year 2022 to $1.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,087 | $1.5M | $220K | $297 | 3.97% | Not published | Form 5500 ↗ |
| 2023 | 594 | $692K | $197K | $332 | 7.94% | Not published | Form 5500 ↗ |
| 2022 | 529 | $52K | $13K | $24 | 0.00% | Not published | Form 5500 ↗ |
Common questions
Does Hospital Episcopal San Lucas Ponce match 401(k) contributions?
The match terms for the Plan de Retiro San Lucas have not been published from its filing yet. The plan year 2024 filing reports $220K in employer contributions, about $297 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hospital Episcopal San Lucas Ponce 401(k) match vested?
The vesting schedule for the Plan de Retiro San Lucas is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hospital Episcopal San Lucas Ponce 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Hospital Episcopal San Lucas Ponce.
I left Hospital Episcopal San Lucas Ponce. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hospital Episcopal San Lucas Ponce, (787) 844-2080) or the recordkeeper, Empower Annuity Insurance Company. The Hospital Episcopal San Lucas Ponce old 401(k) page lists the contacts from every plan filing. Find an old Hospital Episcopal San Lucas Ponce 401(k)
Data from the public Form 5500 annual reports Hospital Episcopal San Lucas Ponce filed with the U.S. Department of Labor (plan years 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 Hospital Episcopal San Lucas Ponce. Not financial advice. Report a correction · Methodology