· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
STEER DAVIES & GLEAVE LIMITED — STEER DAVIES & GLEAVE LIMITED PUERTO RICO OFFICE 1081.01D SALARY DEFERRAL RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250616164537NAL0000601747001
STEER DAVIES & GLEAVE LIMITED
Form 5500-SF
FILING_RECEIVED
STEER DAVIES & GLEAVE LIMITED PUERTO RICO OFFICE 1081.01D SALARY DEFERRAL RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
4
Accounts w/ balance
5
Plan assets (EOY)
$75K
Net assets (EOY)
$75K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
STEER DAVIES & GLEAVE LIMITED
.
Find decision makers
Plan sponsor
Name
STEER DAVIES & GLEAVE LIMITED
EIN
98-0154310
Address
1225 PONCE DE LEON AVE., SUITE 706 · SAN JUAN, PR · 00907
Phone
(787) 721-2002
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-06-16
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
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
Related plans
Similar-size Professional & Technical Services plans
PIPESTRY LLC
SALESHIVE 401(K) PLAN
$75K · 118 participants
CORPORATE COMMUNITY CONNECTIONS
CORPORATE COMMUNITY CONNECTIONS INC - 401(K)
$75K · 15 participants
MILLER CONSULTING LLC
MILLER CONSULTING LLC 401(K) PLAN
$75K · 1 participants
PEAK MSO, INC.
PEAK MSO 401(K) PLAN
$75K · 5 participants
DEGOBAH SYSTEMS CONSULTING LLC
DEGOBAH SYSTEMS CONSULTING 401(K) PLAN
$75K · 4 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
DFE STRATEGIC SOLUTIONS LLC
DFE STRATEGIC SOLUTIONS, LLC - 401K
$75K · 1 participants
Large plans in Puerto Rico
BPAS TRUST CO OF PUERTO RICO
PR CAPITAL PRESERVATION FUND
$2.4B
POPULAR FIDUCIARY SERVICES 725
PUERTO RICO TELEPHONE COMPANY MASTER TRUST
$841.8M
POPULAR, INC.
POPULAR, INC. PR SAVINGS AND INVESTMENT PLAN
$818.6M · 8,410 participants
PUERTO RICO TELEPHONE COMPANY
PUERTO RICO TELEPHONE COMPANY CONSOLIDATED RETIREMENT PLAN FOR SALARIED AND HOURLY EMPLOYEES
$797.4M · 1,291 participants
AMGEN MANUFACTURING LIMITED LLC
THE RETIREMENT AND SAVINGS PLAN FOR AMGEN MANUFACTURING LIMITED LLC
$779.5M · 2,589 participants
BANCO POPULAR DE PUERTO RICO
BANCO POPULAR DE PUERTO RICO RETIREMENT PLAN
$607.5M · 1,733 participants
