Plan Snapshot
- Plan Sponsor: Rosaliz M. Portela Fernandez
- Sponsor EIN: 596149903
- Sponsor Address: PASEO SAN JUAN, CALLE LA ROGATIVA, RIO PIEDRAS, PR, 00926
- Plan Type: DC
- Total Participants: 2
- Total Assets: $935,793
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 | 2 | $935,793 | $106,000 | $0 |
| 2023 | 2 | $681,757 | $38,000 | $0 |
| 2022 | 2 | $505,159 | $50,000 | $0 |