Original filing (PDF)20250116150514NAL0037128416001

BENEFIT CONSULTING GROUP OF PR INC.

Name: BENEFIT CONSULTING GROUP OF PR INC. — BENEFIT CONSULTING GROUP OF PR INC RETIREMENT PLAN AND TRUST, Form 5500 (2024)
Creator: BENEFIT CONSULTING GROUP OF PR INC.

Form 5500-SF

FILING_RECEIVED

BENEFIT CONSULTING GROUP OF PR INC RETIREMENT PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$56K

Net assets (EOY)

$56K

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 BENEFIT CONSULTING GROUP OF PR INC..

Plan sponsor

Name

BENEFIT CONSULTING GROUP OF PR INC.

EIN

66-0553671

Address

PO BOX 364173 · SAN JUAN, PR · 009364173

Phone

(787) 413-8194

Industry

Finance & Insurancesee 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

2025-01-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

3C · Not intended to be qualified

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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