Original filing (PDF)20250731134201NAL0005331665001

DR. WALTER CORTES

Name: DR. WALTER CORTES — DR. WALTER CORTES ORTIZ RETIREMENT PLAN, Form 5500 (2024)
Creator: DR. WALTER CORTES

Form 5500-SF

FILING_RECEIVED

DR. WALTER CORTES ORTIZ RETIREMENT PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$580K

Net assets (EOY)

$580K

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 (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DR. WALTER CORTES.

Plan sponsor

Name

DR. WALTER CORTES

EIN

66-1411234all filings

Address

KINGS COURT 61 · SAN JUAN, PR · 00911

Phone

(787) 300-3777

Industry

Offices of Physicians· 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

2025-07-31

Pension benefit codes

2C · Money purchase (other than target benefit)

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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