· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
VIDAL & RODRIGUEZ, INC. — VIDAL & RODRIGUEZ, INC. RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251224090154NAL0006742115001
VIDAL & RODRIGUEZ, INC.
Form 5500-SF
FILING_RECEIVED
VIDAL & RODRIGUEZ, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
23
Accounts w/ balance
23
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
VIDAL & RODRIGUEZ, INC.
.
Find decision makers
Plan sponsor
Name
VIDAL & RODRIGUEZ, INC.
EIN
66-0427733
Address
239 ARTERIAL HOSTOS · SUITE 501 · SAN JUAN, PR · 009181475
Phone
(787) 751-7610
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-12-24
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3C · Not intended to be qualified
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
STOREHOUSE MULTIPLE EMPLOYER PLAN BOARD OF DIRECTORS
STOREHOUSE MULTIPLE EMPLOYER PLAN ADOPTED BY TRUTINA FINANCIAL LLC
$2.6M · 15 participants
COLLINS & KRANK
COLLINS & KRANK 401(K) PLAN
$2.6M · 6 participants
ARTHUR GROSSBARD
ARTHUR GROSSBARD 401(K) PROFIT SHARING PLAN & TRUST
$2.6M · 10 participants
TRAJAN WEALTH, LLC
TRAJAN WEALTH, LLC CASH BALANCE PLAN
$2.6M · 47 participants
PARETO SECURITIES INC.
PARETO SECURITIES INC. 401(K) PLAN
100
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.6M · 10 participants
SIGNET FINANCIAL MANAGEMENT, LLC
SIGNET FINANCIAL MANAGEMENT, LLC 401(K) PLAN
$2.6M · 15 participants
Large plans in Puerto Rico
BPAS TRUST CO OF PUERTO RICO
PR CAPITAL PRESERVATION FUND
$2.4B
POPULAR FIDUCIARY SERVICES 725
PUERTO RICO TELEPHONE COMPANY MASTER TRUST
$841.8M
POPULAR, INC.
POPULAR, INC. PR SAVINGS AND INVESTMENT PLAN
$818.6M · 8,410 participants
PUERTO RICO TELEPHONE COMPANY
PUERTO RICO TELEPHONE COMPANY CONSOLIDATED RETIREMENT PLAN FOR SALARIED AND HOURLY EMPLOYEES
$797.4M · 1,291 participants
AMGEN MANUFACTURING LIMITED LLC
THE RETIREMENT AND SAVINGS PLAN FOR AMGEN MANUFACTURING LIMITED LLC
$779.5M · 2,589 participants
BANCO POPULAR DE PUERTO RICO
BANCO POPULAR DE PUERTO RICO RETIREMENT PLAN
$607.5M · 1,733 participants
