Rosaliz M. Portela Fernandez DC Plan

Form 5500 filing data for plan year 2024.

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$935,793$106,000$0
20232$681,757$38,000$0
20222$505,159$50,000$0

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