Original filing (PDF)20250730190012NAL0002154355001

ROSA M. VELEZ BORRAS

Name: ROSA M. VELEZ BORRAS — UBS TRUST COMPANY OF PR ROSA M. VELEZ BORRAS RETIREMENT PLAN, Form 5500 (2024)
Creator: ROSA M. VELEZ BORRAS

Form 5500-SF

FILING_RECEIVED

UBS TRUST COMPANY OF PR ROSA M. VELEZ BORRAS RETIREMENT PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score

/ 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

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROSA M. VELEZ BORRAS.

Plan sponsor

Name

ROSA M. VELEZ BORRAS

EIN

66-0816079

Address

250 MUNOZ RIVERA AVENUE · 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

2025-07-30

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

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

Related plans

Similar-size All Other Professional Services plans

PETER L. CHETSAS INSURANCE AGENCY

PETER L. CHETSAS INSURANCE AGENCY 401(K) PLAN

$1.4M · 2 participants

INTEGRATED CONTROLS LLC

INTEGRATED CONTROLS LLC 401(K) PROFIT SHARING PLAN & TRUST

$1.4M · 21 participants

POLISH AMERICAN FEDERAL CREDIT

POLISH AMERICAN FEDERAL CREDIT 401(K) PROFIT SHARING PLAN & TRUST

$1.4M · 26 participants

CACTUS COMMUNICATIONS, INC.

CACTUS COMMUNICATIONS 401(K) PLAN

$1.4M · 21 participants

THE PLACERS INC. OF DELAWARE