Original filing (PDF)20241014161457NAL0026684209001

ROBERTO ANIBAL GARCIA RIVERA

Name: ROBERTO ANIBAL GARCIA RIVERA — ROBERTO A GARCIA RIVERA RETIREMENT PLAN, Form 5500 (2023)
Creator: ROBERTO ANIBAL GARCIA RIVERA

Form 5500-SF

FILING_RECEIVED

ROBERTO A GARCIA RIVERA RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERTO ANIBAL GARCIA RIVERA.

Plan sponsor

Name

ROBERTO ANIBAL GARCIA RIVERA

EIN

66-0537743

Address

PO BOX 3390 · MAYAGUEZ, PR · 00681

Phone

(787) 834-3838

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Name

PENSION ADMINISTRATORS GROUP

EIN

66-0523704

City

SAN JUAN, PR

Phone

(787) 977-8496

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-14

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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