# Jose N Lugo Montalvo DC Plan
Source: https://planprovider.pro/companies/jose-n-lugo-montalvo-plan

> Jose N Lugo Montalvo's DC plan: 4 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Jose N Lugo Montalvo

- **Sponsor EIN:** 660468422

- **Sponsor Address:** PO BOX 8852, CAROLINA, PR, 009888852

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 4

- **Total Assets:** $165,000

## 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.|

| 2025|4|$165,000|$0|$0|

| 2024|4|$160,000|$23,600|$0|

| 2023|4|$124,312|$0|$0|

| 2022|4|$60,000|$0|$0|

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