UBS TRUST COMPANY OF PR VANESSA BURGOS DIAZ RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
High average account balance
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$419K
Net assets (EOY)
$419K
Plan health score
95
/ 100
Grade A
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
84
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VANESSA BURGOS DIAZ.
Plan sponsor
Name
VANESSA BURGOS DIAZ
EIN
66-0771617
Address
250 MUNOZ RIVERA 10TH FLOOR INT · SAN JUAN, PR · 00918
Phone
(787) 250-3636
Industry
All Other Professional Services· 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
2025-07-23
Pension benefit codes
2B · Target benefit
3B · Covers self-employed individuals
3C · Not intended to be qualified
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
Related plans
Similar-size All Other Professional Services plans
