Original filing (PDF)20250919111218NAL0002614304001

CARLOS E. CARRION AND YULMARYE E. VEGA

Name: CARLOS E. CARRION AND YULMARYE E. VEGA — CC AND YV RETIREMENT PLAN, Form 5500 (2024)
Creator: CARLOS E. CARRION AND YULMARYE E. VEGA

Form 5500-SF

FILING_RECEIVED

CC AND YV RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$51K

Net assets (EOY)

$51K

Plan health score

Above-average plan

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 (21st 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 CARLOS E. CARRION AND YULMARYE E. VEGA.

Plan sponsor

Name

CARLOS E. CARRION AND YULMARYE E. VEGA

EIN

66-0688609

Address

PO BOX 1707 · JUNCOS, PR · 007771707

Phone

(939) 645-5033

Industry

Health Care & Social Assistancesee all

Plan administrator