Original filing (PDF)20250728112806NAL0002830912001

HELVETIA DEL CARIBE, INC.

Name: HELVETIA DEL CARIBE, INC. — HELVETIA DEL CARIBE, INC. 1165 (E) PLAN, Form 5500 (2024)
Creator: HELVETIA DEL CARIBE, INC.

Form 5500-SF

FILING_RECEIVED

HELVETIA DEL CARIBE, INC. 1165 (E) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

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 HELVETIA DEL CARIBE, INC..

Plan sponsor

Name

HELVETIA DEL CARIBE, INC.

EIN

66-0428492

Address

P. O. BOX 4849 · CAROLINA, PR · 009844849

Phone

(787) 750-3300

Industry

Custom Computer Programming· 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

2025-07-28

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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