Valdes Garcia Marin & Martinez, LLP DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Valdes Garcia Marin & Martinez, LLP
  • Sponsor EIN: 660345595
  • Sponsor Address: PO BOX 364831, SAN JUAN, PR, 009364831
  • Plan Type: DC
  • Total Participants: 17
  • Total Assets: $973,638

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: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202417$973,638$0$39,413
202317$863,279$0$30,586
202215$754,855$0$52,978

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