Back to filter
Original filing (PDF)20250909110351NAL0012838851001
ROBERTO LEGRAND GINORIO
Form 5500-SF
FILING_RECEIVED
ROBERTO LEGRAND GINORIO RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
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 ROBERTO LEGRAND GINORIO.
Plan sponsor
Name
ROBERTO LEGRAND GINORIO
EIN
66-0738328
Address
PARQUE SAN IGNACIO · C2 CALLE 1 · SAN JUAN, PR · 009214847
Phone
(787) 728-2880
Industry
Other Services (ex. Public Admin)see 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
2025-09-09
Pension benefit codes
2E · Profit-sharing
3C · Not intended to be qualified
3B · Covers self-employed individuals
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
Similar-size Other Services (ex. Public Admin) plans
AFRIDI ASSOCIATES
AFRIDI 401(K) PLAN
$1.3M · 39 participants
RCP MANAGEMENT COMPANY, INC.
RCP MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN
$1.3M · 37 participants
LONGBOW CAPITAL PARTNERS LP
LONGBOW CAPITAL PARTNERS L.P. 401K PLAN
$1.3M · 4 participants
THE BARRA FOUNDATION INC
THE BARRA FOUNDATION INC 401(K) PROFIT SHARING PLAN & TRUST
$1.3M · 6 participants
COMBINED ENERGIES INC
COMBINED ENERGIES INC 401(K) PROFIT SHARING PLAN & TRUST
$1.3M · 13 participants
AKERS FAMILY CHIROPRACTIC, PSC
AKERS FAMILY CHIROPRACTIC, PSC 401(K) PROFIT SHARING PLAN
$1.3M · 4 participants
Large plans in Puerto Rico
BPAS TRUST CO OF PUERTO RICO
PR CAPITAL PRESERVATION FUND
$2.4B
POPULAR FIDUCIARY SERVICES 725
PUERTO RICO TELEPHONE COMPANY MASTER TRUST
$841.8M
POPULAR, INC.
POPULAR, INC. PR SAVINGS AND INVESTMENT PLAN
$818.6M · 8,410 participants
PUERTO RICO TELEPHONE COMPANY
PUERTO RICO TELEPHONE COMPANY CONSOLIDATED RETIREMENT PLAN FOR SALARIED AND HOURLY EMPLOYEES
$797.4M · 1,291 participants
AMGEN MANUFACTURING LIMITED LLC
THE RETIREMENT AND SAVINGS PLAN FOR AMGEN MANUFACTURING LIMITED LLC
$779.5M · 2,589 participants
BANCO POPULAR DE PUERTO RICO
BANCO POPULAR DE PUERTO RICO RETIREMENT PLAN
$607.5M · 1,733 participants