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Original filing (PDF)20250502073811NAL0004399745001

CROWE PR PSC

Form 5500-SF
FILING_RECEIVED
CROWE PR PSC RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
27
Accounts w/ balance
34
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
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
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CROWE PR PSC.
Plan sponsor
Name
CROWE PR PSC
EIN
66-0539048
Address
100 CARR 165, STE 410 · GUAYNABO, PR · 009688051
Phone
(787) 625-1800
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-05-02
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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