Original filing (PDF)20251015154404NAL0005317377001

RICARDO A. LOPEZ MARTINEZ

Name: RICARDO A. LOPEZ MARTINEZ — RICARDO A. LOPEZ MARTINEZ RETIREMENT PLAN, Form 5500 (2024)
Creator: RICARDO A. LOPEZ MARTINEZ

Form 5500-SF

FILING_RECEIVED

RICARDO A. LOPEZ MARTINEZ RETIREMENT PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$755K

Net assets (EOY)

$755K

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.
High average account balance (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

RICARDO A. LOPEZ MARTINEZ

EIN

66-0533004

Address

INST SAN PABLO · STE 406 · BAYAMON, PR · 00961

Phone

(787) 398-2622

Industry

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

2025-10-15

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

Related plans

Similar-size Health Care & Social Assistance plans

MANISH TANDON MD ASSOCIATES PC

MANISH TANDON MD ASSOCIATES PC CASH BALANCE PENSION PLAN & TRUST

$755K · 3 participants

ACUPUNCTURE PLUS, LLC

ACUPUNCTURE PLUS RETIREMENT SAVINGS PLAN

$755K · 1 participants

COVENANT MEDICAL GROUP, LLC

COVENANT MEDICAL GROUP, LLC 401(K) SAVINGS PLAN

$754K · 15 participants

SANDRA W. MAGIN

SANDRA W. MAGIN RETIREMENT PLAN

$755K · 2 participants

EDISON HEALTH SOLUTIONS, LLC

EDISON HEALTH SOLUTIONS 401(K) PLAN