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Original filing (PDF)20250602105321NAL0017536688001
ASSERTUS HOLDINGS, LLC.
Form 5500-SF
FILING_RECEIVED
ASSERTUS 401K PLAN
Defined-contribution retirement plan
Active participants
90
Accounts w/ balance
67
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASSERTUS HOLDINGS, LLC..
Plan sponsor
Name
ASSERTUS HOLDINGS, LLC.
EIN
66-0707485
Address
PMB-238 · #1353 RD 19 · GUAYNABO, PR · 00966
Phone
(787) 622-2202
Industry
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
2025-06-02
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
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 providersRelated plans
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