THE ASPEN SURGICAL PUERTO RICO CORP. 1165(E) SAVINGS PLAN

Plan Contact

  • Address: PO BOX 2007,LAS PIEDRAS,PR
  • Contact person: XIOMARA ORTIZ
  • Phone: (787) 912-2428

Plan General Information

THE ASPEN SURGICAL PUERTO RICO CORP. 1165(E) SAVINGS PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of THE ASPEN SURGICAL PUERTO RICO CORP. 1165(E) SAVINGS PLAN is $3,675,239.00.This plan was established in 2010.

THE ASPEN SURGICAL PUERTO RICO CORP. 1165(E) SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in THE ASPEN SURGICAL PUERTO RICO CORP. 1165(E) SAVINGS PLAN is 192

THE ASPEN SURGICAL PUERTO RICO CORP. 1165(E) SAVINGS PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for THE ASPEN SURGICAL PUERTO RICO CORP. 1165(E) SAVINGS PLAN is $19,141.00

THE ASPEN SURGICAL PUERTO RICO CORP. 1165(E) SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for THE ASPEN SURGICAL PUERTO RICO CORP. 1165(E) SAVINGS PLAN is $2,213.00.

THE ASPEN SURGICAL PUERTO RICO CORP. 1165(E) SAVINGS PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in THE ASPEN SURGICAL PUERTO RICO CORP. 1165(E) SAVINGS PLAN is approximately $872.00
Investing in this additonal $872.00 for 20 years would give you extra $55,830.00, assuming a 10% annual return.

THE ASPEN SURGICAL PUERTO RICO CORP. 1165(E) SAVINGS PLAN Total Employer Contribution and Match Rate

In 2023, THE ASPEN SURGICAL PUERTO RICO CORP. 1165(E) SAVINGS PLAN allocates $167,491.00 to match its employees' contributions, providing an employer match rate of 39.40% of their contributions

THE ASPEN SURGICAL PUERTO RICO CORP. 1165(E) SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of THE ASPEN SURGICAL PUERTO RICO CORP. 1165(E) SAVINGS PLAN is 20.82%.

THE ASPEN SURGICAL PUERTO RICO CORP. 1165(E) SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for THE ASPEN SURGICAL PUERTO RICO CORP. 1165(E) SAVINGS PLAN is 17.42%. This measures the effectiveness of the plan participants' investments in the year.

THE ASPEN SURGICAL PUERTO RICO CORP. 1165(E) SAVINGS PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of THE ASPEN SURGICAL PUERTO RICO CORP. 1165(E) SAVINGS PLAN is 0.13%.

Enrollment Features

THE ASPEN SURGICAL PUERTO RICO CORP. 1165(E) SAVINGS PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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