Original filing (PDF)20250619104348NAL0007813202001

HERIBERTO J. BURGOS PEREZ

Name: HERIBERTO J. BURGOS PEREZ — HERIBERTO J BURGOS PEREZ RETIREMENT PLAN, Form 5500 (2024)
Creator: HERIBERTO J. BURGOS PEREZ

Form 5500-SF

FILING_RECEIVED

HERIBERTO J BURGOS PEREZ RETIREMENT PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$375K

Net assets (EOY)

$375K

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.
High average account balance (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HERIBERTO J. BURGOS PEREZ.

Plan sponsor

Name

HERIBERTO J. BURGOS PEREZ

EIN

66-0744008all filings

Address

PO BOX 23063 · SAN JUAN, PR · 009313063

Phone

(787) 758-8234

Industry

Law Offices· 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

2025-06-19

Pension benefit codes

2E · Profit-sharing

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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