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DIANA VEGA ORTIZ — DIANA VEGA ORTIZ RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250411152849NAL0026400289001
DIANA VEGA ORTIZ
Form 5500-SF
FILING_RECEIVED
DIANA VEGA ORTIZ RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
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
DIANA VEGA ORTIZ
.
Find decision makers
Plan sponsor
Name
DIANA VEGA ORTIZ
EIN
66-0865525
Address
URB PARQUE DE VILLA CAPARRA · 50 CALLE ZUANIA · GUAYNABO, PR · 009661690
Phone
(787) 641-0994
Industry
All Other Professional Services
· Professional & Technical Services
see 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
2025-04-11
Pension benefit codes
2E · Profit-sharing
3C · Not intended to be qualified
3B · Covers self-employed individuals
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
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