Original filing (PDF)20250730183821NAL0002596163001

JUAN ORTIZ BERRIOS

Name: JUAN ORTIZ BERRIOS — UBS TRUST COMPANY OF PR AS TRUSTEE FOR JUAN A. ORTIZ BERRIOS RETIREMENT PLAN, Form 5500 (2024)
Creator: JUAN ORTIZ BERRIOS

Form 5500-SF

FILING_RECEIVED

UBS TRUST COMPANY OF PR AS TRUSTEE FOR JUAN A. ORTIZ BERRIOS RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$822K

Net assets (EOY)

$822K

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 JUAN ORTIZ BERRIOS.

Plan sponsor

Name

JUAN ORTIZ BERRIOS

EIN

90-0675973

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

2025-07-30

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

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