How big is PONS and Associates LLC's plan?

PONS and Associates LLC's plan reported $957K in assets and 13 participants for 2024.

Original filing (PDF)20250609173219NAL0023878240001

PONS and Associates LLC

Name: PONS and Associates LLC — PONS and Associates 401(k), Form 5500 (2024)
Creator: PONS and Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PONS and Associates 401(k)

401(k) retirement plan · PONS and Associates LLC's PONS and Associates 401(k) held $957K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$957K

Net assets (EOY)

$957K

People on this filing

Fernado PONS signed PONS and Associates LLC's 2024 Form 5500 as plan administrator.

Fernado PONS — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

PONS and Associates LLC's EIN is 27-3428071.

EIN 27-3428071

Plan number 001

Plan year 2024

ACK ID 20250609173219NAL0023878240001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PONS and Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PONS and Associates LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PONS AND ASSOCIATES LLC.

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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

Helping the score