Original filing (PDF)20240822201625NAL0005573489001

VELASQUEZ & FLORES, PC

Name: VELASQUEZ & FLORES, PC — FELIX VELASQUEZ, CPA LLC 401(K) PLAN, Form 5500 (2023)
Creator: VELASQUEZ & FLORES, PC

Form 5500-SF

FILING_RECEIVED

FELIX VELASQUEZ, CPA LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$190K

Net assets (EOY)

$190K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VELASQUEZ & FLORES, PC.

Plan sponsor

Name

VELASQUEZ & FLORES, PC

EIN

27-4421045all filings

Address

401 E. HILLSIDE · LAREDO, TX · 78041

Phone

(956) 723-1040

Industry