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JUAN. M. IGARTUA — JUAN M. IGARTUA RETIREMENT PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230731163603NAL0022448192001
JUAN. M. IGARTUA
Form 5500-SF
FILING_RECEIVED
JUAN M. IGARTUA RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
5
Accounts w/ balance
6
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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
JUAN. M. IGARTUA
.
Find decision makers
Plan sponsor
Name
JUAN. M. IGARTUA
EIN
66-0484981
Address
INSTITUTO SAN PABLO SUITE 401 · 66 CALLE SANTA CRUZ · BAYAMON, PR · 009617041
Phone
(787) 787-6083
Industry
Health Care & Social Assistance
see all
Plan administrator
Name
ORIENTAL BANK
EIN
66-0259436
City
SAN JUAN, PR
Phone
(787) 474-1993
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-07-31
Pension benefit codes
2E · Profit-sharing
3B · Covers self-employed individuals
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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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.
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