Original filing (PDF)20250512155557NAL0038913586001

WILLIAM CRUZ LUGO

Name: WILLIAM CRUZ LUGO — WILLIAM CRUZ LUGO RETIREMENT PLAN, Form 5500 (2024)
Creator: WILLIAM CRUZ LUGO

Form 5500-SF

FILING_RECEIVED

WILLIAM CRUZ LUGO RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIAM CRUZ LUGO.

Plan sponsor

Name

WILLIAM CRUZ LUGO

EIN

66-0912410

Address

3146 CALLE PALMA REAL · CABO ROJO, PR · 00623

Phone

(787) 641-0944

Industry

Information / Tech / Mediasee 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

2025-05-12

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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