Original filing (PDF)20250919092406NAL0001014707001

GARCIA SANTA MARIA, PLLC

Name: GARCIA SANTA MARIA, PLLC — GARCIA SANTA MARIA, PLLC 401(K) PLAN, Form 5500 (2024)
Creator: GARCIA SANTA MARIA, PLLC

Form 5500-SF

FILING_RECEIVED

GARCIA SANTA MARIA, PLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$701K

Net assets (EOY)

$701K

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 average account balance (85th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GARCIA SANTA MARIA, PLLC.

Plan sponsor

Name

GARCIA SANTA MARIA, PLLC

EIN

65-0118209all filings

Address

135 SAN LORENZO AVE, SUITE 660 · CORAL GABLES, FL · 33146

Phone

(305) 448-0404

Industry