· 2022–2024 · DOL EFAST2

BPAS TRUST COMPANY OF PUERTO RICO — BPAS TRUST COMPANY OF PUERTO RICO RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250702122837NAL0007621091001

BPAS TRUST COMPANY OF PUERTO RICO

Form 5500-SF

FILING_RECEIVED

BPAS TRUST COMPANY OF PUERTO RICO RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

11

Accounts w/ balance

14

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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

68

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BPAS TRUST COMPANY OF PUERTO RICO.

Plan sponsor

Name

BPAS TRUST COMPANY OF PUERTO RICO

EIN

66-0795542

Address

5790 WIDEWATERS PARKWAY · DEWITT, NY · 132141883

Phone

(315) 991-3692

Industry

Finance & Insurancesee 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

2025-07-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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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