How big is Luis A. Ocasio Ramos' plan?

Luis A. Ocasio Ramos' plan reported $2.6M in assets and 1 participants for 2024.

Original filing (PDF)20250711182040NAL0006550545001

Luis A. Ocasio Ramos

Name: Luis A. Ocasio Ramos — UBS Trust Company of PR Luis, Form 5500 (2024)
Creator: Luis A. Ocasio Ramos
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

UBS Trust Company of PR Luis A. Ocasio Ramos Retirement Plan

Defined-contribution retirement plan · Luis A. Ocasio Ramos' UBS Trust Company of PR Luis A. Ocasio Ramos Retirement Plan held $2.6M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Luis A. Ocasio Ramos' EIN is 66-0816083.

EIN 66-0816083

Plan number 001

Plan year 2024

ACK ID 20250711182040NAL0006550545001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Luis A. Ocasio Ramos from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Luis A. Ocasio Ramos' plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LUIS A. OCASIO RAMOS.

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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