Defined-contribution retirement plan · ANA L. Matos Morales' ANA L. Matos Morales Retirement Plan held $422K in plan assets for 3 participants in 2024.
Signals · 1
High average account balance
Active participants
3
Accounts w/ balance
2
Plan assets (EOY)
$422K
Net assets (EOY)
$422K
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
71
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANA L. MATOS MORALES.
