How big is Julio Rodriguez US Customs Broker's plan?

Julio Rodriguez US Customs Broker's plan reported $529K in assets and 18 participants for 2024.

Original filing (PDF)20250917085515NAL0000341171001

Julio Rodriguez US Customs Broker

Name: Julio Rodriguez US Customs Broker — Julio Rodriguez, Form 5500 (2024)
Creator: Julio Rodriguez US Customs Broker
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Julio Rodriguez US Customs Retirement Plan

401(k) retirement plan · Julio Rodriguez US Customs Broker's Julio Rodriguez US Customs Retirement Plan held $529K in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$529K

Net assets (EOY)

$529K

Plan identifiers

Julio Rodriguez US Customs Broker's EIN is 66-0713686.

EIN 66-0713686

Plan number 001

Plan year 2024

ACK ID 20250917085515NAL0000341171001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Julio Rodriguez US Customs Broker from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Julio Rodriguez US Customs Broker's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JULIO RODRIGUEZ US CUSTOMS BROKER.

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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

Helping the score