Jose Rolando Colon Perez DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Jose Rolando Colon Perez
  • Sponsor EIN: 660491855
  • Sponsor Address: PO BOX 8340, SAN JUAN, PR, 00910
  • Plan Type: DC
  • Total Participants: 5
  • Total Assets: $2.5M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20245$2.5M$0$0
20235$2.2M$0$0
20226$2.3M$0$0

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