Original filing (PDF)20250717093934NAL0000089714009

FERNANDO J. OTERO MDPA

Name: FERNANDO J. OTERO MDPA — FERNANDO J. OTERO MDPA RETIREMENT TRUST, Form 5500 (2024)
Creator: FERNANDO J. OTERO MDPA

Form 5500-SF

FILING_RECEIVED

FERNANDO J. OTERO MDPA RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$165K

Net assets (EOY)

$165K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FERNANDO J. OTERO MDPA.

Plan sponsor

Name

FERNANDO J. OTERO MDPA

EIN

33-1032787all filings

Address

3401 N 23RD · MCALLEN, TX · 78501

Phone

(956) 603-1600

Industry

All Other Professional Services· Professional & Technical 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

2025-07-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

MOBECK CONSULTANTS LLC

MOBECK CONSULTANTS

$165K · 1 participants

STEVEN A EARLY, PC

STEVEN A EARLY, PC RETIREMENT TRUST

$165K · 4 participants

HIGH PERFORMANCE SALON ACADEMY, LLC

HIGH PERFORMANCE SALON ACADEMY, LLC 401(K) PLAN

$165K · 8 participants

WILLIAM GILLESPIE AND ASSOCIAT

WILLIAM GILLESPIE AND ASSOCIAT 401(K) PROFIT SHARING PLAN & TRUST

$165K · 10 participants

CARING FAMILIES INC

CARING FAMILIES INC 401(K) PROFIT SHARING PLAN & TRUST

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.