How big is Joe Santana's plan?

Joe Santana's plan reported $29K in assets and 1 participants for 2024.

Original filing (PDF)20250411145609NAL0012707379001

Joe Santana

Name: Joe Santana — Joe Santana Retirement Plan, Form 5500 (2024)
Creator: Joe Santana
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joe Santana Retirement Plan

Defined-contribution retirement plan · Joe Santana's Joe Santana Retirement Plan held $29K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$29K

Net assets (EOY)

$29K

People on this filing

Jose Jimenez signed Joe Santana's 2024 Form 5500 as plan administrator.

Jose Jimenez — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Joe Santana's EIN is 66-0912224.

EIN 66-0912224

Plan number 001

Plan year 2024

ACK ID 20250411145609NAL0012707379001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Joe Santana from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Joe Santana's plan includes profit-sharing.

Decision-maker contacts

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

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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

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

Plan sponsor

Name

JOE SANTANA

EIN

all filings

Address

PO BOX 11664 · SAN JUAN, PR · 00922

Phone

(787) 641-0994

Industry

Information / Tech / Media

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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