Original filing (PDF)20250822133552NAL0009061552001

SANTIAGO RIVERA ORTEGA

Name: SANTIAGO RIVERA ORTEGA — SANTIAGO RIVERA ORTEGA RETIREMENT PLAN, Form 5500 (2024)
Creator: SANTIAGO RIVERA ORTEGA

Form 5500-SF

FILING_RECEIVED

SANTIAGO RIVERA ORTEGA RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$159K

Net assets (EOY)

$159K

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

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 SANTIAGO RIVERA ORTEGA.

Plan sponsor

Name

SANTIAGO RIVERA ORTEGA

EIN

66-0720318all filings

Address

CARR 113 KM 2.2 · BO GUAYABO · ISABELA, PR · 00602

Phone

(787) 830-1654

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-08-22

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

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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