Original filing (PDF)20250721131337NAL0000695699001

WILFREDO ROSA

Name: WILFREDO ROSA — WILFREDO ROSA RETIREMENT PLAN, Form 5500 (2024)
Creator: WILFREDO ROSA

Form 5500-SF

FILING_RECEIVED

WILFREDO ROSA RETIREMENT PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$229K

Net assets (EOY)

$229K

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 WILFREDO ROSA.

Plan sponsor

Name

WILFREDO ROSA

EIN

90-0607824all filings

Address

250 MUNOZ RIVERA AVE · SAN JUAN, PR · 00918

Phone

(787) 250-3636

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-07-21

Pension benefit codes

2B · Target benefit

3B · Covers self-employed individuals

3C · Not intended to be qualified

3D · Pre-approved plan (master / prototype / VS)

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

Related plans

Similar-size All Other Professional Services plans

MICRO PRECISION MACHINING INC

MICRO PRECISION MACHINING INC 401(K) PROFIT SHARING PLAN & TRUST

$229K · 8 participants

BFD VETERINARY GROUP

BFD VETERINARY GROUP RETIREMENT TRUST

$229K · 22 participants

247 LOGISTICS

247 LOGISTICS 401(K) PLAN

$229K · 15 participants

NTO COMMERCIAL

NTO COMMERCIAL RETIREMENT TRUST

$229K · 6 participants

IS EG HALAL CERTIFIED INC

IS EG HALAL CERTIFIED INC 401K

$229K · 8 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.