Original filing (PDF)20250721152254NAL0001826640001

JUAN REQUENA & ASSOC.

Name: JUAN REQUENA & ASSOC. — JUAN REQUENA & ASSOC. RETIREMENT PLAN, Form 5500 (2024)
Creator: JUAN REQUENA & ASSOC.

Form 5500-SF

FILING_RECEIVED

JUAN REQUENA & ASSOC. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JUAN REQUENA & ASSOC..

Plan sponsor

Name

JUAN REQUENA & ASSOC.

EIN

66-0635940

Address

P.O. BOX 191587 · SAN JUAN, PR · 009191587

Phone

(787) 721-0655

Industry

All Other Professional Services· 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

2025-07-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3C · Not intended to be qualified

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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