Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
IVAN FERNANDEZ
EIN 66-0486195Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
10
P O BOX 192386 - SAN JUAN, PR 00919787-753-1215
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 10 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
IVAN FERNANDEZ PENSION PLAN MONEY PURCHASE
MoneyPurchase
Assets$1.2M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
IVAN FERNANDEZ PENSION PLAN PROFIT SHARING
ProfitSharing
Assets$93K
Participants4
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 | IVAN FERNANDEZ PENSION PLAN MONEY PURCHASE | MoneyPurchase | $1.2M | 6 | 2024 | |
| 002 | IVAN FERNANDEZ PENSION PLAN PROFIT SHARING | ProfitSharing | $93K | 4 | 2024 |
Retirement plans