Plan Snapshot
- Plan Sponsor: Alvarado Tax & Business Advisors , LLP
- Sponsor EIN: 660611885
- Sponsor Address: PO BOX 195598, GUAYNABO, PR, 009195598
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 62
- Total Assets: $3.9M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 62 | $3.9M | $0 | $0 |
| 2024 | 50 | $3.4M | $35,936 | $144,672 |
| 2023 | 54 | $3.3M | $35,128 | $142,815 |
| 2022 | 32 | $2.7M | $37,720 | $137,946 |