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Original filing (PDF)20251014114305NAL0002667297001
PROGRAMA HEAD START MUNICIPIO DE OROCOVIS
Form 5500
FILING_RECEIVED
PROGRAMA HEAD START MUNICIPIO DE OROCOVIS 1081.01(D) SALARY DEFERRAL RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
92% in single holding
Active participants
247
Accounts w/ balance
247
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
How this plan invests
This plan
17 pooled trusts
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Federated Hrms Government Obligations Mutual Fund - Register Investment Company - Nationwide Fixed Select Option Mutual Fund - Register Investment Company" is 92% of plan.
Helping the score
- Below-peer total fees (9 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROGRAMA HEAD START MUNICIPIO DE OROCOVIS.
Plan sponsor
Name
PROGRAMA HEAD START MUNICIPIO DE OROCOVIS
EIN
66-0433491
Address
200 CALLE LUIS M. ALFARO · OROCOVIS, PR · 00720
Phone
(787) 867-5000
Industry
Educational Servicessee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
3C · Not intended to be qualified
Audit & trust (Schedule H)
Auditor
LUIS CANDELARIO ROSARIO CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE LIFE INSURANCE COMPANY | — | COLUMBUS, OH | RECORDKEEPER | $332 | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE PLANNING ASSOCIATES | — | PARAMUS, NJ | BROKER DEALER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE 401K COMPANY OF PUERTO RICO INC | 66-0708309 | — | TPA | $1K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LUIS CANDELARIO ROSARIO CPA | — | CAGUAS, PR | AUDITORS | — | — |
Investments
17 pooled funds· $1.7M(92% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NATIONWIDE FIXED SELECT OPTION NATIONWIDE · EIN 31-1592213 / PN 000 | Pooled Separate Account | — | — | $1.6M | 84.9% | |
| VANGUARD TARGET RET 2050 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $27K | 1.4% | |
| VANGUARD TARGET RET 2060 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $17K | 0.9% | |
| VANGUARD TARGET RET 2045 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $15K | 0.8% | |
| VANGUARD TARGET RET 2035 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $14K | 0.8% | |
| 500 INDEX FUND NATIONWIDE · EIN 31-1592213 / PN 000 | Pooled Separate Account | — | — | $12K | 0.7% | |
| VANGUARD TARGET RET 2030 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $8K | 0.4% | |
| VANGUARD TARGET RET 2020 NATIONWIDE · EIN 31-1592213 / PN 000 | Pooled Separate Account | — | — | $7K | 0.4% | |
| VANGUARD TARGET RET 2055 NATIONWIDE · EIN 31-1592213 / PN 000 | Pooled Separate Account | — | — | $7K | 0.4% | |
| VANGUARD TARGET RET 2040 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $7K | 0.4% | |
| FIDELITY INT'L INDEX FUND NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $4K | 0.2% | |
| VANGUARD TARGET RET 2025 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $3K | 0.2% | |
| FIDELITY US BOND INDEX NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $3K | 0.1% | |
| FIDELITY LARGE CAP GROWTH IDX NATIONWIDE · EIN 31-1592213 / PN 000 | Pooled Separate Account | — | — | $2K | 0.1% | |
| FIDELITY MID CAP INDEX FUND NATIONWIDE · EIN 31-1592213 / PN 000 | Pooled Separate Account | — | — | $2K | 0.1% | |
| FIDELITY SMALLCAP INDEX NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| VANGUARD TARGET RET 2065 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $20 | <0.1% |