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LOOMIS PUERTO RICO, INC. — LOOMIS PUERTO RICO PRE-TAX SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251002155555NAL0001066848001
LOOMIS PUERTO RICO, INC.
Form 5500-SF
FILING_RECEIVED
LOOMIS PUERTO RICO PRE-TAX SAVINGS PLAN
Defined-contribution retirement plan
Active participants
114
Accounts w/ balance
106
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
86
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LOOMIS PUERTO RICO, INC.
.
Find decision makers
Plan sponsor
Name
LOOMIS PUERTO RICO, INC.
EIN
66-0215016
Address
10 GANGES STREET · EL PARAISO INDUSTRIAL PARK · SAN JUAN, PR · 00926
Phone
(787) 758-0500
Industry
Transportation & Warehousing
see 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
2025-10-02
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
3C · Not intended to be qualified
3H · Sponsor in controlled / affiliated group
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
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100
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
PURPLE MOUNTAIN SOLUTIONS, INC.
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