Original filing (PDF)20250725122114NAL0014723218001

FERNANDO J. PORTUONDO, P.A.

Name: FERNANDO J. PORTUONDO, P.A. — FERNANDO J. PORTUONDO, P.A. 401(K) PLAN, Form 5500 (2024)
Creator: FERNANDO J. PORTUONDO, P.A.

Form 5500-SF

FILING_RECEIVED

FERNANDO J. PORTUONDO, P.A. 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 (91st percentile).

Decision-maker contacts

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

Plan sponsor

Name

FERNANDO J. PORTUONDO, P.A.

EIN

65-0897359

Address

2121 PONCE DE LEON BLVD, SUITE 950 · CORAL GABLES, FL · 33134

Phone

(305) 567-9953

Industry

Law Offices· 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

2025-07-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

BUFFALOE & VALLEJO, PLC

BUFFALOE & VALLEJO RETIREMENT PLAN

$1.4M · 16 participants

WIELECHOWSKI & FULLER, PC

WIELECHOWSKI & FULLER, PC 401(K) PLAN

$1.4M · 5 participants

LISA MURRAY, SOLE PROPRIETOR DBA CHASE, BERENSTEIN & MURRAY

LISA MURRAY, SOLE PROPRIETOR DBA CHASE, BERENSTEIN & MURRAY SALARY DEFERRAL PLAN

$1.4M · 1 participants

JOSHUA M. BLOOM, P.C.

JOSHUA M. BLOOM, P.C. 401(K) PROFIT SHARING PLAN

$1.4M · 3 participants

TODD & LEVI, LLP

TODD & LEVI, LLP RETIREMENT PLAN