Original filing (PDF)20250728114304NAL0001966561001

UBS TRUST COMPANY OF PR ORLANDO CRESPO MARTINEZ

Name: UBS TRUST COMPANY OF PR ORLANDO CRESPO MARTINEZ — Form 5500 (2024)
Creator: UBS TRUST COMPANY OF PR ORLANDO CRESPO MARTINEZ

Form 5500-SF

FILING_RECEIVED

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$240K

Net assets (EOY)

$240K

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.
High average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UBS TRUST COMPANY OF PR ORLANDO CRESPO MARTINEZ.

Plan sponsor

Name

UBS TRUST COMPANY OF PR ORLANDO CRESPO MARTINEZ

EIN

66-1063883

Address

250 MUNOZ RIVERA AVE · SAN JUAN, PR · 00918

Phone

(787) 250-3636

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator