Original filing (PDF)20250723112559NAL0003365889001

MARIA ISABEL ORTIZ SAN MIGUEL RETIREMENT PLAN

Name: MARIA ISABEL ORTIZ SAN MIGUEL RETIREMENT PLAN — Form 5500 (2024)
Creator: MARIA ISABEL ORTIZ SAN MIGUEL RETIREMENT PLAN

Form 5500-SF

FILING_RECEIVED

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$315K

Net assets (EOY)

$315K

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 (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARIA ISABEL ORTIZ SAN MIGUEL RETIREMENT PLAN.

Plan sponsor

Name

MARIA ISABEL ORTIZ SAN MIGUEL RETIREMENT PLAN

EIN

66-0797829

Address

250 MUNOZ RIVERA AVE 10TH · SAN JUAN, PR · 00918

Phone

—

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator