Original filing (PDF)20250516123717NAL0046780130001

RICHARD J. DIAZ, P.A.

Name: RICHARD J. DIAZ, P.A. — RICHARD J. DIAZ, P.A. RETIREMENT PLAN AND TRUST, Form 5500 (2024)
Creator: RICHARD J. DIAZ, P.A.

Form 5500-SF

FILING_RECEIVED

RICHARD J. DIAZ, P.A. RETIREMENT PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$368K

Net assets (EOY)

$368K

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 (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RICHARD J. DIAZ, P.A..

Plan sponsor

Name

RICHARD J. DIAZ, P.A.

EIN

65-0195300all filings

Address

3127 PONCE DE LEON BLVD · CORAL GABLES, FL · 331346816

Phone

(305) 444-7181

Industry