Original filing (PDF)20250424101357NAL0015263266001

MARIANELA HERNANDEZ PA

Name: MARIANELA HERNANDEZ PA — MARIANELA HERNANDEZ PA 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: MARIANELA HERNANDEZ PA

Form 5500-SF

FILING_RECEIVED

MARIANELA HERNANDEZ PA 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$888K

Net assets (EOY)

$888K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARIANELA HERNANDEZ PA.

Plan sponsor

Name

MARIANELA HERNANDEZ PA

EIN

20-2936154all filings

Address

2820 COLUMBUS BLVD · CORAL GABLES, FL · 331346309

Phone

(305) 794-5121

Industry

Finance & Insurancesee 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

2025-04-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

KLOPP INVESTMENT MANAGEMENT LLC

KLOPP INVESTMENT MANAGEMENT LLC PSP

$888K · 1 participants

CLEAR RIDGE WEALTH MANAGEMENT

TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN

$888K · 3 participants

TRUEPOINT WEALTH COUNSEL

TRUEPOINT INC CASH BALANCE PLAN

$887K · 75 participants

CODREA FINANCIAL SERVICES

CODREA FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN

$887K · 8 participants

SAPPHIRE MANAGEMENT LLC

SAPPHIRE MANAGEMENT LLC 401K PROFIT SHARING PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.