Original filing (PDF)20250703160759NAL0000858593001

DAVID R BERMUDEZ NUNEZ

Name: DAVID R BERMUDEZ NUNEZ — DAVID R BERMUDEZ RETIREMENT PLAN, Form 5500 (2024)
Creator: DAVID R BERMUDEZ NUNEZ

Form 5500-SF

FILING_RECEIVED

DAVID R BERMUDEZ RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVID R BERMUDEZ NUNEZ.

Plan sponsor

Name

DAVID R BERMUDEZ NUNEZ

EIN

66-6040473

Address

PO BOX 3736 · MAYAGUEZ, PR · 006813736

Phone

(787) 892-4955

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

2025-07-03

Pension benefit codes

2E · Profit-sharing

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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