· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DR. WILLIAM TOWNSEND PICO — DR. WILLIAM TOWSEND PICO RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251015194129NAL0002937315001
DR. WILLIAM TOWNSEND PICO
Form 5500-SF
FILING_RECEIVED
DR. WILLIAM TOWSEND PICO RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
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
DR. WILLIAM TOWNSEND PICO
.
Find decision makers
Plan sponsor
Name
DR. WILLIAM TOWNSEND PICO
EIN
66-0553907
Address
URB. GARDEN HILLS, MONTEBELLO A3 · GUAYNABO, PR · 00966
Phone
(787) 300-3777
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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 Offices of Physicians plans
ATLANTA COLON & RECTAL SURGERY, PA
ATLANTA COLON & RECTAL SURGERY, PA PROFIT SHARING PLAN
$6.3M · 4 participants
ARCADIA NEUROLOGY CENTER, LLC
ARCADIA NEUROLOGY CENTER LLC 401(K) PROFIT SHARING PLAN
$6.3M · 10 participants
MID-MICHIGAN KIDNEY & HYPERTENSION SPECIALIS
MID-MICHIGAN KIDNEY & HYPERTENSION SPECIALISTS, PC PROFIT SHARING PLAN
$6.3M · 5 participants
LAWRENCE OTOLARYNGOLOGY ASSOCIATES, LLC
LAWRENCE OTOLARYNGOLOGY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN
$6.3M · 23 participants
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.
GENERATIONS OBGYN
GENERATIONS OBGYN 401(K) PROFIT SHARING PLAN
$6.3M · 36 participants
T. JOSEPH RAOOF, M.D., INC.
T. JOSEPH RAOOF, M.D., INC. DEFINED BENEFIT PENSION PLAN
$6.3M · 14 participants
Large plans in Puerto Rico
BPAS TRUST CO OF PUERTO RICO
PR CAPITAL PRESERVATION FUND
$2.4B
POPULAR FIDUCIARY SERVICES 725
PUERTO RICO TELEPHONE COMPANY MASTER TRUST
$841.8M
POPULAR, INC.
POPULAR, INC. PR SAVINGS AND INVESTMENT PLAN
$818.6M · 8,410 participants
PUERTO RICO TELEPHONE COMPANY
PUERTO RICO TELEPHONE COMPANY CONSOLIDATED RETIREMENT PLAN FOR SALARIED AND HOURLY EMPLOYEES
$797.4M · 1,291 participants
AMGEN MANUFACTURING LIMITED LLC
THE RETIREMENT AND SAVINGS PLAN FOR AMGEN MANUFACTURING LIMITED LLC
$779.5M · 2,589 participants
BANCO POPULAR DE PUERTO RICO
BANCO POPULAR DE PUERTO RICO RETIREMENT PLAN
$607.5M · 1,733 participants
