Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JORGE RIVERA VELEZ
EIN 59-9160870Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
2
URB PASEO LOS ROBLES, 1106 CALLE ETHEL MARIN - MAYAGUEZ, PR 00682787-717-5748
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 2 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
RIVERA-VELEZ JL RETIREMENT PLAN
ProfitSharing
Assets$959K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RIVERA-VELEZ JL RETIREMENT PLAN
ProfitSharing
Assets$959K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RIVERA-VELEZ JL RETIREMENT PLAN | ProfitSharing | $959K | 1 | 2024 | |
| 002 | RIVERA-VELEZ JL RETIREMENT PLAN | ProfitSharing | $959K | 1 | 2024 |
Retirement plans