Original filing (PDF)20231115144546NAL0003981763001

COOP. DE AHORRO Y CREDITO ABRAHAM ROSA

Name: COOP. DE AHORRO Y CREDITO ABRAHAM ROSA — COOP. DE AHORRO Y CREDITO ABRAHAM ROSA SALARY DEFERRAL RETIREMENT PLAN 1081.01D, Form 5500 (2022)
Creator: COOP. DE AHORRO Y CREDITO ABRAHAM ROSA

Form 5500-SF

FILING_RECEIVED

COOP. DE AHORRO Y CREDITO ABRAHAM ROSA SALARY DEFERRAL RETIREMENT PLAN 1081.01D

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 COOP. DE AHORRO Y CREDITO ABRAHAM ROSA.

Plan sponsor

Name

COOP. DE AHORRO Y CREDITO ABRAHAM ROSA

EIN

66-0313974

Address

HC 01 BOX 9087 · TOA BAJA, PR · 009499759

Phone

(787) 622-3055

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-09-30

Filed

2023-11-15

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

3C · Not intended to be qualified

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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