Pueblo retirement plan: assets, participants and fees
What Pueblo'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 | 2023 Schedule C ↗ |
| Independent auditor | Landa Umpierre Psc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 479 defined-contribution plans in retail trade with 1,000 to 4,999 participants.
| Pueblo: employer contribution per participant | $221 | |
| Peer median | $1,023 |
| Pueblo: average balance | $3,288 | |
| Peer median | $43,395 |
| Pueblo: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.23% |
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 $879K at the end of plan year 2021 to $4.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,738 | $4.3M | $292K | $221 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 1,417 | $2.6M | $200K | $218 | 0.42% | Not published | Form 5500 ↗ |
| 2022 | 751 | $1.5M | $188K | $251 | 0.34% | Not published | Form 5500 ↗ |
| 2021 | 813 | $879K | $197K | $242 | 0.07% | Not published | Form 5500 ↗ |
Common questions
Does Pueblo match 401(k) contributions?
The match terms for the Pueblo Inc. Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $292K in employer contributions, about $221 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pueblo 401(k) match vested?
The vesting schedule for the Pueblo Inc. Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pueblo 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Bppr - Popular Fiduciary Services. The plan administrator is Pueblo Inc..
I left Pueblo. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pueblo Inc., (787) 757-3131) or the recordkeeper, Bppr - Popular Fiduciary Services. The Pueblo old 401(k) page lists the contacts from every plan filing. Find an old Pueblo 401(k)
Data from the public Form 5500 annual reports Pueblo 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 Pueblo. Not financial advice. Report a correction · Methodology