Mendez retirement plan: assets, participants and fees
What Mendez'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 | Benefit Plans Admin Services | Schedule C ↗ |
| Independent auditor | Jose E. Rosario & Co., Cpa, 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 501 defined-contribution plans in wholesale trade with 500 to 999 participants.
| Mendez: employer contribution per participant | $668 | |
| Peer median | $1,855 |
| Mendez: average balance | $40,846 | |
| Peer median | $72,906 |
| Mendez: admin expenses ÷ assets | 1.08% | |
| Peer median | 0.22% |
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 $18M at the end of plan year 2021 to $24.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 682 | $24.8M | $405K | $668 | 1.08% | Not published | Form 5500 ↗ |
| 2023 | 658 | $21.5M | $394K | $660 | 1.07% | Not published | Form 5500 ↗ |
| 2022 | 619 | $18.9M | $373K | $652 | 1.13% | Not published | Form 5500 ↗ |
| 2021 | 576 | $18M | $351K | $651 | 1.44% | Not published | Form 5500 ↗ |
Other Mendez plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Mendez & Co., 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 | Jose E. Rosario & Co., Cpa, Psc (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Mendez match 401(k) contributions?
The match terms for the Mendez & Co., Inc. Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $405K in employer contributions, about $668 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Mendez 401(k) match vested?
The vesting schedule for the Mendez & Co., Inc. Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Mendez 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Benefit Plans Admin Services. The plan administrator is Mendez & Co., Inc..
I left Mendez. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mendez & Co., Inc., (787) 793-8888) or the recordkeeper, Benefit Plans Admin Services. The Mendez old 401(k) page lists the contacts from every plan filing. Find an old Mendez 401(k)
Data from the public Form 5500 annual reports Mendez 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 Mendez. Not financial advice. Report a correction · Methodology