Original filing (PDF)20250818131413NAL0001275137001

JUAN OCASIO RODRIGUEZ

Name: JUAN OCASIO RODRIGUEZ — JUAN OCASIO RODRIGUEZ MONEY PURCHASE PLAN, Form 5500 (2024)
Creator: JUAN OCASIO RODRIGUEZ

Form 5500-SF

FILING_RECEIVED

JUAN OCASIO RODRIGUEZ MONEY PURCHASE PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$197K

Net assets (EOY)

$197K

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 JUAN OCASIO RODRIGUEZ.

Plan sponsor

Name

JUAN OCASIO RODRIGUEZ

EIN

66-0416535all filings

Address

PO BOX 270076 · SAN JUAN, PR · 009282876

Phone

(787) 509-9234

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

2025-08-18

Pension benefit codes

2C · Money purchase (other than target benefit)

2E · Profit-sharing

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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