How big is Simed's plan?

Simed's plan reported $5.5M in assets and 37 participants for 2024.

Original filing (PDF)20251008130213NAL0005878865001

Simed

Name: Simed — Simed Retirement Plan, Form 5500 (2024)
Creator: Simed
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simed Retirement Plan

Defined-contribution retirement plan · Simed's Simed Retirement Plan held $5.5M in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

People on this filing

Lourdes Batista signed Simed's 2024 Form 5500 as plan administrator.

Lourdes Batista — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Simed's EIN is 66-0438697.

EIN 66-0438697

Plan number 001

Plan year 2024

ACK ID 20251008130213NAL0005878865001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Simed from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Simed's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIMED.

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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.

Plan sponsor

Name

SIMED

EIN

all filings

Address

PO BOX 8969 · SAN JUAN, PR · 00910

Phone

(787) 641-2550

Industry

All Other Professional Services· Professional & Technical Services

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

2025-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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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