How big is Luis E. Velazquez Rodriguez's plan?

Luis E. Velazquez Rodriguez's plan reported $506K in assets and 1 participants for 2024.

Original filing (PDF)20250626180148NAL0008798497001

Luis E. Velazquez Rodriguez

Name: Luis E. Velazquez Rodriguez — UBS Trust Company of, Form 5500 (2024)
Creator: Luis E. Velazquez Rodriguez
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

UBS Trust Company of PR Luis E. Velazquez Rodriguez Retirement Plan

Defined-contribution retirement plan · Luis E. Velazquez Rodriguez's UBS Trust Company of PR Luis E. Velazquez Rodriguez Retirement Plan held $506K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$506K

Net assets (EOY)

$506K

Plan identifiers

Luis E. Velazquez Rodriguez's EIN is 66-0771045.

EIN 66-0771045

Plan number 001

Plan year 2024

ACK ID 20250626180148NAL0008798497001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Luis E. Velazquez Rodriguez from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Luis E. Velazquez Rodriguez's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LUIS E. VELAZQUEZ RODRIGUEZ.

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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