How big is Charlene Rivera's plan?

Charlene Rivera's plan reported $443K in assets and 1 participants for 2024.

Original filing (PDF)20250508085446NAL0008691907001

Charlene Rivera

Name: Charlene Rivera — Charlene Rivera Sharpe Retirement, Form 5500 (2024)
Creator: Charlene Rivera
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charlene Rivera Sharpe Retirement Plan

Defined-contribution retirement plan · Charlene Rivera's Charlene Rivera Sharpe Retirement Plan held $443K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$443K

Net assets (EOY)

$443K

People on this filing

Jose Jimenez signed Charlene Rivera'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

Charlene Rivera's EIN is 66-0928540.

EIN 66-0928540

Plan number 001

Plan year 2024

ACK ID 20250508085446NAL0008691907001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Charlene Rivera'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 CHARLENE RIVERA.

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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