Plan Snapshot
- Plan Sponsor: Dr. Gary Montalvo
- Sponsor EIN: 660377090
- Sponsor Address: 400 C/ DOMENECH, SAN JUAN, PR, 00918
- Plan Type: DC
- Total Participants: 3
- Total Assets: $1.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $1.3M | $11,300 | $0 |
| 2023 | 3 | $1.2M | $11,580 | $0 |
| 2022 | 3 | $965,744 | $10,000 | $0 |