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Original filing (PDF)20251015134907NAL0002394419001
CONCILIO DE SALUD INTEGRL DE LOIZA, INC.
Form 5500
FILING_RECEIVED
PLAN DE COMPENSACION DIFERIDA 1165(E) DEL CONCILIO DE SALUD INTEGRAL DE LOIZA, INC.
401(k) retirement plan
Signals · 1
~136 bps in Sched C fees
Active participants
154
Accounts w/ balance
204
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 136 bps in Schedule C fees — 161% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONCILIO DE SALUD INTEGRL DE LOIZA, INC..
Plan sponsor
Name
CONCILIO DE SALUD INTEGRL DE LOIZA, INC.
EIN
66-0314649
Address
PO BOX 509 · LOIZA, PR · 00772
Phone
(787) 876-3130
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3C · Not intended to be qualified
Audit & trust (Schedule H)
Auditor
DE ANGEL & COMPANIA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $33K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS | — | LEAWOOD, KS | INVESTMENT ADVISOR | $23K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| A & A EMPLOYEE BENEFITS CONSULTING | — | SAN JUAN, PR | CONTRACT ADMIN | $0 | — |
Investments
28 direct securities· $4.1M(99% of reported assets)
Mutual Funds
$3.3M
24 holdings
Uncategorized
$804K
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIXED ANNUITY KEY GUARANTEED PORTFOLIO FUND | — | — | — | $797K | 19.5% | |
| VANGUARD 500 INDEX ADMIRAL | Mutual Funds | — | — | $589K | 14.4% | |
| PIMCO INCOME INSTL | Mutual Funds | — | — | $453K | 11.0% | |
| VANGUARD VALUE INDEX ADM | Mutual Funds | — | — | $441K | 10.8% | |
| DODGE & COX INTERNATIONAL STOCK | Mutual Funds | — | — | $371K | 9.1% | |
| LOOMIS SAYLES INVESTMENT GRADE BOND | Mutual Funds | — | — | $276K | 6.7% | |
| VANGUARD SMALL CAP GROWTH INDEX ADM | Mutual Funds | — | — | $212K | 5.2% | |
| FIDELITY EXTENDED MKT INDEX | Mutual Funds | — | — | $178K | 4.3% | |
| AMERICAN FUNDS AMERICAN BALANCED R6 | Mutual Funds | — | — | $137K | 3.3% | |
| VANGUARD TARGET RETIREMENT 2045 | Mutual Funds | — | — | $133K | 3.2% | |
| VIRTUS KAR MID-CAP GROWTH | Mutual Funds | — | — | $74K | 1.8% | |
| JP MORGAN LARGE CAP GROWTH | Mutual Funds | — | — | $58K | 1.4% | |
| JP MORGAN US RESEARCH ENHANCED EQUI | Mutual Funds | — | — | $57K | 1.4% | |
| VANGUARD TARGET RETIREMENT 2035 0 MUTUAL FUND VANGUARD TARGET RETIREMENT 2040 | Mutual Funds | — | — | $51K | 1.2% | |
| FIDELITY REAL ESTATE INVESTMENT | Mutual Funds | — | — | $49K | 1.2% | |
| VANGUARD MID-CAP VALUE INDEX ADMIRA | Mutual Funds | — | — | $45K | 1.1% | |
| PIMCO INT BOND | Mutual Funds | — | — | $32K | 0.8% | |
| VANGUARD TARGET RETIREMENT INCOME | Mutual Funds | — | — | $20K | 0.5% | |
| PGIM JENNISON EMERGING MKTS EQ | Mutual Funds | — | — | $19K | 0.5% | |
| FIDELITY ADVISOR STOCK SELECTOR SM | Mutual Funds | — | — | $18K | 0.5% | |
| T ROWE PRICE LTD DUR INFL FOCUS | Mutual Funds | — | — | $17K | 0.4% | |
| THOMPSON BOND FUND | Mutual Funds | — | — | $16K | 0.4% | |
| VANGUARD TARGET RETIREMENT 2055 | Mutual Funds | — | — | $11K | 0.3% | |
| VANGUARD TARGET RETIREMENT 2050 | Mutual Funds | — | — | $9K | 0.2% | |
| THORNBURG GLOBAL OPPORTUNITIES | Mutual Funds | — | — | $4K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% |
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