Original filing (PDF)20260123143330NAL0002946851001

WILFREDO RENDON

Name: WILFREDO RENDON — WILFREDO RENDON RETIREMENT PLAN, Form 5500 (2023)
Creator: WILFREDO RENDON

Form 5500-SF

FILING_RECEIVED

WILFREDO RENDON RETIREMENT PLAN

Defined-contribution retirement plan

Signals · 2

Late filing · 14.2 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$353K

Net assets (EOY)

$353K

Plan health score

/ 100

Grade B

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILFREDO RENDON.

Plan sponsor

Name

WILFREDO RENDON

EIN

66-1116368

Address

BOSQUE DEL LAGO B-E 16 VIA ERIE · PO BOX 1600 · TRUJILLO ALTO, PR · 00976

Phone

(787) 748-8954

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Name

ORIENTAL BANK

EIN

66-0259436

City

SAN JUAN, PR

Phone

(787) 474-1993

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2026-01-23

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

3C · Not intended to be qualified

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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