Original filing (PDF)20250731131322NAL0002601651001

UBS TRUST COMPANY OF PR AS TRUSTEE FOR DRS VELAZQUEZ & FERNANDEZ RETIR

Name: UBS TRUST COMPANY OF PR AS TRUSTEE FOR DRS VELAZQUEZ & FERNANDEZ RETIR — UBS TRUST COMPANY OF PR AS TRUSTEE FOR DRS VELAZQUEZ & FERNANDEZ RETIREMENT PLAN, Form 5500 (2024)
Creator: UBS TRUST COMPANY OF PR AS TRUSTEE FOR DRS VELAZQUEZ & FERNANDEZ RETIR

Form 5500-SF

FILING_RECEIVED

UBS TRUST COMPANY OF PR AS TRUSTEE FOR DRS VELAZQUEZ & FERNANDEZ RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$180K

Net assets (EOY)

$180K

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 (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UBS TRUST COMPANY OF PR AS TRUSTEE FOR DRS VELAZQUEZ & FERNANDEZ RETIR.

Plan sponsor

Name

UBS TRUST COMPANY OF PR AS TRUSTEE FOR DRS VELAZQUEZ & FERNANDEZ RETIR

EIN

66-0773195all filings

Address

250 MUNOZ RIVERA AVE · SAN JUAN, PR · 00918

Phone

(787) 250-3636

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator