Original filing (PDF)20250512104433NAL0037735138001

MONSERRATE LOPEZ

Name: MONSERRATE LOPEZ — MONSERRATE LOPEZ RETIREMENT PLAN, Form 5500 (2024)
Creator: MONSERRATE LOPEZ

Form 5500-SF

FILING_RECEIVED

MONSERRATE LOPEZ RETIREMENT PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$227K

Net assets (EOY)

$227K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONSERRATE LOPEZ.

Plan sponsor

Name

MONSERRATE LOPEZ

EIN

66-1010436

Address

PO BOX 15 · AGUADA, PR · 00602

Phone

(787) 641-0994

Industry

Health Care & Social Assistancesee 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

Related plans

Similar-size Health Care & Social Assistance plans

IGENOME DX INC

IGENOME DX 401(K)

$227K · 12 participants

LYNTHERA CORPORATION

LYNTHERA CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

$227K · 8 participants

SOFT LANDING LABS LTD.

SOFT LANDING LABS, LTD. 401(K) PLAN

$226K · 12 participants

MISSION RADIOLOGY PARTNERSHIP

MISSION RADIOLOGY PARTNERSHIP 401(K) PROFIT SHARING PLAN

$224K · 13 participants

COASTLINE MEDICAL, INC.

COASTLINE MEDICAL, INC. 401(K) PLAN

$229K · 6 participants