Original filing (PDF)20250627102821NAL0005454947001

CASELLAS, ALCOVER & BURGOS, PSC

Name: CASELLAS, ALCOVER & BURGOS, PSC — CASELLAS, ALCOVER & BURGOS, PSC RETIREMENT PLAN, Form 5500 (2024)
Creator: CASELLAS, ALCOVER & BURGOS, PSC

Form 5500-SF

FILING_RECEIVED

CASELLAS, ALCOVER & BURGOS, PSC RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CASELLAS, ALCOVER & BURGOS, PSC.

Plan sponsor

Name

CASELLAS, ALCOVER & BURGOS, PSC

EIN