Original filing (PDF)20250714144948NAL0000962835001

PEREZ & RIVERA PL

Name: PEREZ & RIVERA PL — PEREZ & RIVERA, P.L., 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PEREZ & RIVERA PL

Form 5500-SF

FILING_RECEIVED

PEREZ & RIVERA, P.L., 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 & RIVERA PL.

Plan sponsor

Name

PEREZ & RIVERA PL

EIN

65-1202222

Address

800 CENTRY MEDICAL DRIVE, STE. A · TITUSVILLE, FL · 32796

Phone

(321) 269-5101

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-07-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

RETINA SPECIALISTS OF SAN ANTONIO PLLC

RETINA SPECIALISTS OF SAN ANTONIO PLLC 401(K) PLAN

$1.2M · 13 participants

DERMATOLOGY OF NEW MEXICO, LLC

DERMATOLOGY OF NEW MEXICO 401(K) PLAN

$1.2M · 15 participants

WOODBURY PLASTIC SURGERY, P.A.

WOODBURY PLASTIC SURGERY, P.A. DEFINED BENEFIT PLAN

$1.2M · 5 participants

GARY G. SHI M.D. INC.

GARY G. SHI M.D. INC. RETIREMENT PLAN

$1.2M · 4 participants

ROSEWOOD HOLDINGS, PLLC

ROSEWOOD HOLDINGS, PLLC RETIREMENT PLAN