Original filing (PDF)20250410102805NAL0024071761001

FINANCIAL OVERSIGHT & MANAGEMENT

Name: FINANCIAL OVERSIGHT & MANAGEMENT — FOMB STAFF SAVINGS PLAN, Form 5500 (2023)
Creator: FINANCIAL OVERSIGHT & MANAGEMENT

Form 5500-SF

FILING_RECEIVED

FOMB STAFF SAVINGS PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$447K

Net assets (EOY)

$447K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FINANCIAL OVERSIGHT & MANAGEMENT.

Plan sponsor

Name

FINANCIAL OVERSIGHT & MANAGEMENT

EIN

66-0867000

Address

PO BOX 192018 · SAN JUAN, PR · 00918

Phone

(787) 641-0001

Industry

Public Administrationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-10

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

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

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