Original filing (PDF)20251014185545NAL0001775795001

JOSE R. TORO MORALES

Name: JOSE R. TORO MORALES — JOSE R. TORO RETIREMENT PLAN, Form 5500 (2024)
Creator: JOSE R. TORO MORALES

Form 5500-SF

FILING_RECEIVED

JOSE R. TORO RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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 JOSE R. TORO MORALES.

Plan sponsor

Name

JOSE R. TORO MORALES

EIN

66-0562868

Address

416 PONCE DE LEON SUITE 311 · SAN JUAN, PR · 009183430

Phone

(787) 300-3777

Industry

Law Offices· Professional & Technical Servicessee 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

2025-10-14

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

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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