PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC.

Plan Contact

  • Address: CALL BOX 8282,TOA BAJA,PR
  • Contact person: DENZIL SARDINA
  • Phone: (787) 798-8282

Plan General Information

PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. is $20,018,317.00.This plan was established in 2005.

PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. is 1497

PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. Average Participant Retirement Account Value

In 2023, the average participant retirement account value for PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. is $13,372.00

PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. is $793.00.

PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. is approximately $160.00
Investing in this additonal $160.00 for 20 years would give you extra $10,241.00, assuming a 10% annual return.

PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. Total Employer Contribution and Match Rate

In 2023, PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. allocates $239,565.00 to match its employees' contributions, providing an employer match rate of 23.60% of their contributions

PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. is 15.87%.

PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. is 17.08%. This measures the effectiveness of the plan participants' investments in the year.

PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. Expense Ratio

In 2023, the investment and administrative expense ratio of PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. is 0.04%.

Enrollment Features

PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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