· 2022–2024 · DOL EFAST2

Jose J. Castro — Jose J. Castro Retirement Plan, Form 5500 (2025)

Original filing (PDF)20260716144724NAL0003282979001

Jose J. Castro

Form 5500-SF

FILING_RECEIVED

Jose J. Castro Retirement Plan

Defined-contribution retirement plan · Jose J. Castro's Jose J. Castro Retirement Plan held $497K in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

1

Accounts w/ balance

1

Plan assets (EOY)

$497K

Net assets (EOY)

$497K

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

89

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Decision-maker contacts

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

Plan sponsor

Name

JOSE J. CASTRO

EIN

66-0770765all filings

Address

P.O. BOX 270010 · SAN JUAN, PR · 009280010

Phone

(787) 300-3777

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-16

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

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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