Original filing (PDF)20250630154446NAL0011361425001

MIGUEL ARAN ORTIZ

Name: MIGUEL ARAN ORTIZ — UBS TRUST COMPANY OF PR MIGUEL ARAN ORTIZ RETIREMENT PLAN, Form 5500 (2024)
Creator: MIGUEL ARAN ORTIZ

Form 5500-SF

FILING_RECEIVED

UBS TRUST COMPANY OF PR MIGUEL ARAN ORTIZ RETIREMENT PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$884K

Net assets (EOY)

$884K

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 (100th percentile).

Decision-maker contacts

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

Plan sponsor

Name

MIGUEL ARAN ORTIZ

EIN

66-0799818all filings

Address

250 MUNOZ RIVERA AVE · 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

2025-06-30

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

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

CORBIN AVIATION LLC

CORBIN AVIATION LLC 401(K) PLAN

$884K · 18 participants

ACOSTA BUSINESS & ESTATE PLANNING, APLC

ACOSTA BUSINESS & ESTATE PLANNING, A PROFESSIONAL LAW CORPORATION RETIREMENT TRUST

$884K · 1 participants

R.M.B. EXCAVATING, INC.

R.M.B. EXCAVATING, INC. RETIREMENT TRUST

$884K · 3 participants

CAMP TODD AND ASSOCIATES

CAMP TODD AND ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST

$884K · 18 participants

RMANAGEMENT LLC

RMANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.