Original filing (PDF)20251007094606NAL0004574129001

ROBERT D. TANNER ZALDUONDO AND TANNER & CO. CPA PSC

Name: ROBERT D. TANNER ZALDUONDO AND TANNER & CO. CPA PSC — ROBERT D. TANNER ZALDUONDO RETIREMENT PLAN SERIES 08-2062, Form 5500 (2024)
Creator: ROBERT D. TANNER ZALDUONDO AND TANNER & CO. CPA PSC

Form 5500-SF

FILING_RECEIVED

ROBERT D. TANNER ZALDUONDO RETIREMENT PLAN SERIES 08-2062

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$42K

Net assets (EOY)

$42K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th 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 ROBERT D. TANNER ZALDUONDO AND TANNER & CO. CPA PSC.

Plan sponsor

Name

ROBERT D. TANNER ZALDUONDO AND TANNER & CO. CPA PSC

EIN

66-0732193all filings

Address

664 CALLE MCKINLEY · SAN JUAN, PR · 00907

Phone

(305) 438-6054

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator