How big is William Cruz LUGO's plan?

William Cruz LUGO's plan reported $1.2M in assets and 1 participants for 2024.

Original filing (PDF)20250512155557NAL0038913586001

William Cruz LUGO

Name: William Cruz LUGO — William Cruz LUGO Retirement, Form 5500 (2024)
Creator: William Cruz LUGO
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William Cruz LUGO Retirement Plan

Defined-contribution retirement plan · William Cruz LUGO's William Cruz LUGO Retirement Plan held $1.2M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Jose Jimenez signed William Cruz LUGO'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

William Cruz LUGO's EIN is 66-0912410.

EIN 66-0912410

Plan number 001

Plan year 2024

ACK ID 20250512155557NAL0038913586001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

William Cruz LUGO'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 WILLIAM CRUZ LUGO.

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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