Velez-Santiao & Associates LLC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Velez-Santiao & Associates LLC
  • Sponsor EIN: 660927500
  • Sponsor Address: 2305 CALLE LAUREL, SAN JUAN, PR, 00913
  • Plan Type: DC
  • Plan Number: 001
  • Total Participants: 18
  • Total Assets: $92,521

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.
202418$92,521$3,600$0
20237$81,816$3,600$0
202210$70,215$3,600$0

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