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Sponsor portfolio

MANUEL BERMUDEZ ARQUITECTO, CSP

EIN 66-0713606-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$500K assets
Welfare
0
Participants
18
P.O. BOX 9683 - SAN JUAN, PR 009080683787-723-8588
Plans on this EIN
2 filings
#001CashBalance-$280K - 7 part#002401k-$220K - 11 part

Retirement portfolio analytics

2 plans aggregated / $500K assets / 18 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • CASH BALANCE PLAN (#001)56%
  • CSP 1081.01(D) PLAN (#002)44%
Total $500KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CSP 1081.01(D) PLAN (#002)11
  • CASH BALANCE PLAN (#001)7
Total 18Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MANUEL BERMUDEZ ARQUITECTO, CSP CASH BALANCE PLAN

CashBalance

Assets$280K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MANUEL BERMUDEZ ARQUITECTO, CSP 1081.01(D) PLAN

401k

Assets$220K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MANUEL BERMUDEZ ARQUITECTO, CSP CASH BALANCE PLANCashBalance$280K72024
002MANUEL BERMUDEZ ARQUITECTO, CSP 1081.01(D) PLAN401k$220K112024
Retirement plans
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