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MR RAFAEL G MENDEZ RUBERT — RAFAEL G MENDEZ RUBERT RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251015194541NAL0002941507001
MR RAFAEL G MENDEZ RUBERT
Form 5500-SF
FILING_RECEIVED
RAFAEL G MENDEZ RUBERT RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MR RAFAEL G MENDEZ RUBERT
.
Find decision makers
Plan sponsor
Name
MR RAFAEL G MENDEZ RUBERT
EIN
06-1428820
Address
AVE ASHFORD 1018 · STE 3-B · SAN JUAN, PR · 00907
Phone
(787) 721-3900
Industry
Other Services (ex. Public Admin)
see 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
2C · Money purchase (other than target benefit)
2E · Profit-sharing
3B · Covers self-employed individuals
3C · Not intended to be qualified
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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