Roberto Diaz Cruz Dba Diaz & Assoc. Consultuiing Services DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Roberto Diaz Cruz Dba Diaz & Assoc. Consultuiing Services
  • Sponsor EIN: 584473573
  • Sponsor Address: PO BOX 51614 LEVITTOWN STATION, TOA BAJA, PR, 00950
  • Plan Type: DC
  • Plan Number: 001
  • Total Participants: 1
  • Total Assets: $211,925

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.
20251$211,925$0$0
20241$180,304$14,000$0
20231$143,473$7,500$0
20221$119,678$0$0

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