Juan L. Romero Basso DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Juan L. Romero Basso
  • Sponsor EIN: 660471889
  • Sponsor Address: CAPITAL CENTER STE 806, SAN JUAN, PR, 00918
  • Plan Type: DC
  • Plan Number: 001
  • Total Participants: 3
  • Total Assets: $942,712

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.
20253$942,712$0$0
20243$874,906$0$0
20233$957,190$0$0
20223$869,306$0$0

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