Original filing (PDF)20260324083422NAL0003931392001

JOSE A. MORALES BARRETO

Name: JOSE A. MORALES BARRETO — JOSE A. MORALES BARRETO RETIREMENT PLAN, Form 5500 (2024)
Creator: JOSE A. MORALES BARRETO

Form 5500-SF

FILING_RECEIVED

JOSE A. MORALES BARRETO RETIREMENT PLAN

Defined-contribution retirement plan

Signals · 1

Late filing · 4.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$134K

Net assets (EOY)

$134K

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 4.3 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSE A. MORALES BARRETO.

Plan sponsor

Name

JOSE A. MORALES BARRETO

EIN

66-0615355

Address

PO BOX 3088 · MARINA ST · MAYAGUEZ, PR · 00681

Phone

(787) 833-6069

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