Original filing (PDF)20250707164207NAL0002112259001

PORTUGUESE FRATERNAL SOCIETY OF AMERICA

Name: PORTUGUESE FRATERNAL SOCIETY OF AMERICA — RETIREMENT PLAN OF THE SUPREME COUNCIL OF U.P.E.C, Form 5500 (2024)
Creator: PORTUGUESE FRATERNAL SOCIETY OF AMERICA

Form 5500-SF

FILING_RECEIVED

RETIREMENT PLAN OF THE SUPREME COUNCIL OF U.P.E.C

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PORTUGUESE FRATERNAL SOCIETY OF AMERICA.

Plan sponsor

Name

PORTUGUESE FRATERNAL SOCIETY OF AMERICA

EIN

94-0401320

Address

1100 14TH STREET, SUITE E · MODESTO, CA · 95354

Phone

(209) 702-6364

Industry

Finance & Insurancesee 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

2025-07-07

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

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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