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Original filing (PDF)20260115085128NAL0006791251001
CENTRO DE SERVICIOS PRIMARIOS DE SALUD DE PATILLAS, INC. SAVINGS PLAN
Form 5500
FILING_RECEIVED
CENTRO DE SERVICIOS PRIMARIOS DE SALUD DE PATILLAS INC SAVINGS PLAN
Defined-contribution retirement plan
Signals · 2
~107 bps in Sched C fees7 service providers
Active participants
195
Accounts w/ balance
201
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
How this plan invests
This plan
5 pooled trusts
Schedule D
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
- 107 bps in Schedule C fees — 105% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTRO DE SERVICIOS PRIMARIOS DE SALUD DE PATILLAS, INC. SAVINGS PLAN.
Plan sponsor
Name
CENTRO DE SERVICIOS PRIMARIOS DE SALUD DE PATILLAS, INC. SAVINGS PLAN
EIN
66-0430826
Address
PO BOX 697 · PATILLAS, PR · 00723
Phone
(787) 839-4340
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3C · Not intended to be qualified
Audit & trust (Schedule H)
Auditor
PKF PUERTO RICO LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $46K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $21K | — |
| OSAIC FS INC | — | FORT WAYNE, IN | BROKER ADVISOR | $0 | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | — | JERSEY CITY, NJ | BROKER | — | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORIENTAL BANK & TRUST | — | SAN JUAN, PR | TRUSTEE | $4K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT CONSULTING GROUP OF PR INC | — | SAN JUAN, PR | CONTRACT ADMIN | $6K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS LLC | — | AUSTIN, TX | OTHER | $6K | — |
Investments
27 direct securities · 5 pooled funds· $8.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$7.7M
27 holdings
Common Collective Trust
$636K
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Funds | — | — | $1.0M | $962K | 12.4% | |
| Fidelity Total International Index Mutual Funds | — | — | $819K | $867K | 11.2% | |
| EI Fixed Account - Series Class I Fixed Income | — | — | $648K | $663K | 8.6% | |
| Blackrock Lifepath Index 2050 K Mutual Funds | — | — | $588K | $658K | 8.5% | |
| Blackrock Lifepath Index 2045 K Mutual Funds | — | — | $591K | $650K | 8.4% | |
| Collective Trust Funds Totals | — | — | $603K | $636K | 8.2% | |
| Blackrock Lifepath Index 2055 K Mutual Funds | — | — | $360K | $402K | 5.2% | |
| State Street Aggregate Bond Index K Mutual Funds | — | — | $362K | $353K | 4.6% | |
| Blackrock Lifepath Index 2040 K Mutual Funds | — | — | $266K | $289K | 3.7% | |
| Fidelity Large Cap Growth Index Mutual Funds | — | — | $236K | $282K | 3.6% | |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | $262K | $268K | 3.5% | |
| Participants Loans various maturity date 257,236 $ | — | — | $257K | $257K | 3.3% | |
| Fidelity Large Cap Value Index Mutual Funds | — | — | $215K | $241K | 3.1% | |
| INTERNATIONAL GROWTH FUND II R1 AST WILMINGTON TRUST · EIN 38-4139842 / PN 111 | Common Collective Trust | — | $235K | $235K | 3.0% | |
| interest, collateral, par, or maturity value * American Funds Inflation Linked BD R6 Mutual Funds | — | — | $189K | $187K | 2.4% | |
| Lord Abbett Bond Debenture R6 Mutual Funds | — | — | $166K | $163K | 2.1% | |
| PGIM Global Total Return R6 Mutual Funds | — | — | $162K | $162K | 2.1% | |
| Fidelity Real Estate Index Mutual Funds | — | — | $152K | $159K | 2.1% | |
| Fidelity Mid Cap Growth Index Mutual Funds | — | — | $144K | $146K | 1.9% | |
| Fidelity Mid Cap Index Mutual Funds | — | — | $126K | $135K | 1.8% | |
| Blackrock Lifepath Index 2060 K Mutual Funds | — | — | $117K | $132K | 1.7% | |
| LARGE CAP VALUE FUND CLASS R1 AST WILMINGTON TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | — | $104K | $131K | 1.7% | |
| Fidelity Small Cap Value Index Mutual Funds | — | — | $107K | $100K | 1.3% | |
| Fidelity Small Cap Index Mutual Funds | — | — | $89K | $78K | 1.0% | |
| Fidelity Emerging Markets Index Mutual Funds | — | — | $67K | $68K | 0.9% | |
| Blackrock Lifepath Index 2030 K Mutual Funds | — | — | $54K | $56K | 0.7% | |
| Forfeitures Cash Equivalents | — | — | $52K | $53K | 0.7% | |
| Fidelity Small Cap Growth Index Mutual Funds | — | — | $28K | $27K | 0.4% | |
| Blackrock Lifepath Index 2035 K Mutual Funds | — | — | $5K | $5K | <0.1% | |
| Alta Federated MTD Small Cap Core Collective Trust Funds | — | — | — | $1K | <0.1% | |
| ALTA FEDERATED MDT SMALL CAP CORE ALTA TRUST · EIN 99-2666297 / PN 001 | Common Collective Trust | — | — | $943 | <0.1% | |
| GREAT GRAY BLENDED RESRCH CORE EQTY GREAT GRAY · EIN 99-3500679 / PN 001 | Common Collective Trust | — | — | $900 | <0.1% |
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