Plan Snapshot
- Plan Sponsor: Jose Raul Montes Pagan
- Sponsor EIN: 660625328
- Sponsor Address: 735 PONCE DE LEON AVE., SAN JUAN, PR, 00917
- Plan Type: DC
- Total Participants: 10
- Total Assets: $2.0M
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 | 10 | $2.0M | $50,000 | $0 |
| 2023 | 9 | $1.7M | $61,211 | $0 |
| 2022 | 6 | $1.3M | $62,400 | $0 |