SALDANA, CARVAJAL & VELEZ-RIVE, PSC RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
29
Accounts w/ balance
33
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score
Top-tier plan health
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
59
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SALDANA, CARVAJAL & VELEZ-RIVE, PSC.
Plan sponsor
Name
SALDANA, CARVAJAL & VELEZ-RIVE, PSC
EIN
66-0569219
Address
166 CONSTITUCION AVE · SAN JUAN, PR · 00901
Phone
(787) 289-9250
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
2025-09-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3C · Not intended to be qualified
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
