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MONSERRATE SIMONET & GIERBOLINI, LLC — MSG RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260312153247NAL0006988659001
MONSERRATE SIMONET & GIERBOLINI, LLC
Form 5500-SF
FILING_RECEIVED
MSG RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
17
Accounts w/ balance
14
Plan assets (EOY)
$550K
Net assets (EOY)
$550K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MONSERRATE SIMONET & GIERBOLINI, LLC
.
Find decision makers
Plan sponsor
Name
MONSERRATE SIMONET & GIERBOLINI, LLC
EIN
66-0841419
Address
101 AVE. SAN PATRICIO · MARAMAR PLAZA · GUAYNABO, PR · 00968
Phone
(787) 620-5300
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-12
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3C · Not intended to be qualified
3F · Sponsor used leased employees
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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