Zoraida Ivette Ortiz Giuliani DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Zoraida Ivette Ortiz Giuliani
  • Sponsor EIN: 660627641
  • Sponsor Address: PO BOX 3052, YAUCO, PR, 00698
  • Plan Type: DC
  • Plan Number: 001
  • Total Participants: 3
  • Total Assets: $338,983

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.
20243$338,983$14,160$0
20235$302,637$14,160$0
20225$258,492$14,160$0

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