Programa Head Start Municipio de Orocovis retirement plan: assets, participants and fees
What Programa Head Start Municipio de Orocovis' 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 | The 401k Company of Puerto Rico Inc | Schedule C ↗ |
| Independent auditor | Luis Candelario Rosario Cpa (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,134 defined-contribution plans in educational services with 100 to 499 participants.
| Programa Head Start Municipio de Orocovis: employer contribution per participant | $266 | |
| Peer median | $1,684 |
| Programa Head Start Municipio de Orocovis: average balance | $7,565 | |
| Peer median | $62,952 |
| Programa Head Start Municipio de Orocovis: admin expenses ÷ assets | 0.24% | |
| Peer median | 0.17% |
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 $2.3M at the end of plan year 2021 to $1.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 248 | $1.9M | $66K | $266 | 0.24% | Not published | Form 5500 ↗ |
| 2023 | 278 | $1.8M | $68K | $246 | 0.35% | Not published | Form 5500 ↗ |
| 2022 | 300 | $1.7M | $76K | $253 | 0.15% | Not published | Form 5500 ↗ |
| 2021 | 331 | $2.3M | $66K | $198 | 0.14% | Not published | Form 5500 ↗ |
Common questions
Does Programa Head Start Municipio de Orocovis match 401(k) contributions?
The match terms for the Programa Head Start Municipio de Orocovis 1081.01(D) Salary Deferral Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $66K in employer contributions, about $266 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Programa Head Start Municipio de Orocovis 401(k) match vested?
The vesting schedule for the Programa Head Start Municipio de Orocovis 1081.01(D) Salary Deferral Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Programa Head Start Municipio de Orocovis 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The 401k Company of Puerto Rico Inc. The plan administrator is Programa Head Start Municipio de Orocovis.
I left Programa Head Start Municipio de Orocovis. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Programa Head Start Municipio de Orocovis, (787) 867-5000) or the recordkeeper, The 401k Company of Puerto Rico Inc. The Programa Head Start Municipio de Orocovis old 401(k) page lists the contacts from every plan filing. Find an old Programa Head Start Municipio de Orocovis 401(k)
Data from the public Form 5500 annual reports Programa Head Start Municipio de Orocovis 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 Programa Head Start Municipio de Orocovis. Not financial advice. Report a correction · Methodology