Original filing (PDF)20250726085617NAL0009898576001

FERNANDEZ VALDIVIA & COMPANY, P.S.C.

Name: FERNANDEZ VALDIVIA & COMPANY, P.S.C. — FERNANDEZ VALDIVIA & COMPANY RETIREMENT PLAN, Form 5500 (2024)
Creator: FERNANDEZ VALDIVIA & COMPANY, P.S.C.

Form 5500-SF

FILING_RECEIVED

FERNANDEZ VALDIVIA & COMPANY RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$71K

Net assets (EOY)

$71K

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

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

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 FERNANDEZ VALDIVIA & COMPANY, P.S.C..

Plan sponsor

Name

FERNANDEZ VALDIVIA & COMPANY, P.S.C.

EIN

66-0623142all filings

Address

PO BOX 10083 · SAN JUAN, PR · 009220083

Phone

(787) 296-5693

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator