Original filing (PDF)20251002103150NAL0000577312001

PEREZ-ABREU & MARTIN-LAVIELLE, P.A.

Name: PEREZ-ABREU & MARTIN-LAVIELLE, P.A. — PEREZ-ABREU & MARTIN-LAVIELLE, P.A 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PEREZ-ABREU & MARTIN-LAVIELLE, P.A.

Form 5500-SF

FILING_RECEIVED

PEREZ-ABREU & MARTIN-LAVIELLE, P.A 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PEREZ-ABREU & MARTIN-LAVIELLE, P.A..

Plan sponsor

Name

PEREZ-ABREU & MARTIN-LAVIELLE, P.A.

EIN

65-0802476

Address

901 PONCE DE LEON BLVD. · SUITE 502 · CORAL GABLES, FL · 33134

Phone

(305) 443-8794

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

PEREZ ABREU & MARTIN-LAVIELLE, P.A

EIN

65-0802476

City

CORAL GABLES, FL

Phone

(305) 443-8794

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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