Original filing (PDF)20250914201342NAL0000945328001

FONDOS UNIDOS DE PUERTO RICO, INC.

Name: FONDOS UNIDOS DE PUERTO RICO, INC. — FONDOS UNIDOS DE PUERTO RICO, INC. CODA PROFIT SHARING PLAN, Form 5500 (2023)
Creator: FONDOS UNIDOS DE PUERTO RICO, INC.

Form 5500-SF

FILING_RECEIVED

FONDOS UNIDOS DE PUERTO RICO, INC. CODA PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FONDOS UNIDOS DE PUERTO RICO, INC..

Plan sponsor

Name

FONDOS UNIDOS DE PUERTO RICO, INC.

EIN

66-0269222

Address

P.O. BOX 191914 · SAN JUAN, PR · 009191914

Phone

(787) 728-8500

Industry

Other Services (ex. Public Admin)see all

Plan administrator