Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
David E. Vazquez Morales
EIN 66-0852457Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$220K assets
Welfare
0
Participants
6
PO BOX 4103 - GUAYNABO, PR 007904103787-744-3087
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $220K assets / 6 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#002
DAVID E. VAZQUEZ MORALES CASH BALANCE PLAN
Cash balance
Assets$154K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
DAVID E. VAZQUEZ MORALES PROFIT SHARING PLAN
Profit-sharing
Assets$66K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DAVID E. VAZQUEZ MORALES CASH BALANCE PLAN | Cash balance | $154K | 3 | 2025 | |
| 003 | DAVID E. VAZQUEZ MORALES PROFIT SHARING PLAN | Profit-sharing | $66K | 3 | 2025 |
Retirement plans