How big is Carlos la Verde's plan?

Carlos la Verde's plan reported $485K in assets and 1 participants for 2024.

Original filing (PDF)20250723110456NAL0005224176001

Carlos la Verde

Name: Carlos la Verde — CLV Retirement Plan, Form 5500 (2024)
Creator: Carlos la Verde
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CLV Retirement Plan

Defined-contribution retirement plan · Carlos la Verde's CLV Retirement Plan held $485K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$485K

Net assets (EOY)

$485K

People on this filing

Carlos la Verde signed Carlos la Verde's 2024 Form 5500 as plan administrator.

Carlos la Verde — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Carlos la Verde's EIN is 66-6042606.

EIN 66-6042606

Plan number 001

Plan year 2024

ACK ID 20250723110456NAL0005224176001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carlos la Verde from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carlos la Verde's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARLOS LA VERDE.

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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).

Plan sponsor

Name

CARLOS LA VERDE

DBA

CARLOS LA VERDE

EIN

all filings

Address

114 CALLE DONCELLA APT 2 · SAN JUAN, PR · 009134830

Phone

(787) 209-8050

Industry

Finance & Insurance

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

2025-07-23

Pension benefit codes

3B · Covers self-employed individuals

2G · Total participant-directed accounts

2E · Profit-sharing

2B · Target benefit

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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