THE DR. FRANCISCO J. MONSERRATE RODRIGUEZ RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
High average account balance
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$620K
Net assets (EOY)
$620K
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
86
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FRANCISCO J. MONSERRATE RODRIGUEZ.
Plan sponsor
Name
FRANCISCO J. MONSERRATE RODRIGUEZ
EIN
66-0579606
Address
369 DE DIEGO AVE. · SUITE 204 · RIO PIEDRAS, PR · 00923
Phone
(787) 296-0192
Industry
Offices of Physicians· Health Care & Social Assistancesee 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
2025-06-10
Pension benefit codes
2B · Target benefit
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.
