Pietrantoni Mendez & Alvarez LLC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Pietrantoni Mendez & Alvarez LLC
  • Sponsor EIN: 660488206
  • Sponsor Address: 208 PONCE DE LEON AVE., SAN JUAN, PR, 00918
  • Plan Type: DC
  • Plan Number: 002
  • Total Participants: 90
  • Total Assets: $44.9M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202390$44.9M$515,431$575,820
202280$37.3M$482,595$509,761

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