Original filing (PDF)20250925152544NAL0012390498001

SOCIEDAD PARA LA ASISTENCIA LEGAL DE PR, INC.

Name: SOCIEDAD PARA LA ASISTENCIA LEGAL DE PR, INC. — SOCIEDAD PARA ASISTENCIA LEGAL PENSION PLAN, Form 5500 (2024)
Creator: SOCIEDAD PARA LA ASISTENCIA LEGAL DE PR, INC.

Form 5500

FILING_RECEIVED

SOCIEDAD PARA ASISTENCIA LEGAL PENSION PLAN

Defined-contribution retirement plan

Signals · 1

Late participant contributions

Active participants

158

Accounts w/ balance

208

Plan assets (EOY)

$23.9M

Net assets (EOY)

$23.9M

How this plan invests

This plan

1 pooled trust

Schedule D

23 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 39K (4% of contributions).

Helping the score

Below-peer total plan cost (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOCIEDAD PARA LA ASISTENCIA LEGAL DE PR, INC..

Plan sponsor

Name

SOCIEDAD PARA LA ASISTENCIA LEGAL DE PR, INC.

EIN

66-0217275

Address

PO BOX 21490 · SAN JUAN, PR · 00928

Phone

(787) 765-3875

Industry

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

2025-09-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3C · Not intended to be qualified

Audit & trust (Schedule H)

Auditor

GALINDEZ LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGT	$12K	—
EMPOWER ANNUITY INS. CO. OF AMERICA	—	GEEENWOOD VILLAGE, CO	REECORDKEEPER	$0	—

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
ORIENTAL BANK & TRUST

Investments

23 direct securities · 1 pooled fund· $23.9M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$21.6M

23 holdings

Common Collective Trust

$2.2M

1 holding

					% of plan
AB Large Cap Growth Fund Mutual fund, 55,820 shares	Other securities	—	—	$5.4M	22.8%
Vanguard 500 Index Fund Mutual fund, 8,202 shares	Other securities	—	—	$4.5M	18.7%
Metropolitan West Total Return Bond Fund Mutual fund, 273,489 shares	Other securities	—	—	$2.4M	10.2%
GALLIARD RET INC FD FEE C1 35 GREAT GRAY · EIN 20-5886387 / PN 082	Common Collective Trust	—	—	$2.2M	9.3%
Invesco Oppenheimer International Growth Fund Mutual fund, 43,146 shares	Other securities	—	—	$1.4M	5.7%
American Funds American Balanced Fund Mutual fund, 32,393 shares	Other securities	—	—	$1.1M	4.7%
EI Fixed Account - Series Class II Fixed annuities	Other securities	—	—	$1.1M	4.5%
Fidelity Low-Priced Stock Fund Mutual fund, 23,016 shares	Other securities	—	—	$938K	3.9%
Eaton Vance Atlanta Capital Small Mid-Cap Fund Mutual fund, 26,566 shares	Other securities	—	—	$922K	3.9%
American Funds 2035 Target Date Retirement Fund Mutual fund, 33,912 shares	Other securities	—	—	$641K	2.7%
Vanguard Strategic Small-Cap Equity Fund Mutual fund, 14,714 shares	Other securities	—	—	$582K	2.4%
American Funds 2045 Target Date Retirement Fund Mutual fund, 25,783 shares	Other securities	—	—	$542K	2.3%
Royce Premier Service Fund Mutual fund, 46,056 shares	Other securities	—	—	$483K	2.0%
American Funds 2040 Target Date Retirement Fund Mutual fund, 22,080 shares	Other securities	—	—	$450K	1.9%
MFS Value Fund Mutual fund, 6,233 shares	Other securities	—	—	$302K	1.3%
Fidelity Capital and Income Fund Mutual fund, 28,065 shares	Other securities	—	—	$285K	1.2%
American Funds 2030 Target Date Retirement Fund Mutual fund, 12,856 shares	Other securities	—	—	$221K	0.9%
American Funds 2050 Target Date Retirement Fund Mutual fund, 7,405 shares	Other securities	—	—	$153K	0.6%
American Funds 2025 Target Date Retirement Fund Mutual fund, 8,246 shares	Other securities	—	—	$124K	0.5%
American Funds 2015 Target Date Retirement Fund Mutual fund, 4,333 shares	Other securities	—	—	$53K	0.2%
American Funds 2020 Target Date Retirement Fund Mutual fund, 3,262 shares	Other securities	—	—	$44K	0.2%
American Funds 2055 Target Date Retirement Fund Mutual fund, 1,166 shares	Other securities	—	—	$30K	0.1%
American Funds 2060 Target Date Retirement Fund Mutual fund, 152 shares	Other securities	—	—	$3K	<0.1%
American Funds 2065 Target Date Retirement Fund Mutual fund, 110 shares	Other securities	—	—	$2K	<0.1%