Pietrantoni Mendez & Alvarez LLCProfit-sharing plan
PMA RETIREMENT SAVINGS PLAN RETIREMENT PLAN · SAN JUAN, PR · plan year 2023
Pietrantoni Mendez & Alvarez LLC's 2023 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $44,921,276 across 170 participant accounts, with employer contributions averaging $5,727 per active participant. See methodology for what Form 5500 does and doesn't capture.
The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 35th-largest of 323 plans among PR employers on file, and the 3,001st of 11,654 in professional & technical services. In 2023, employees put in $1.12 for every $1.00 the employer contributed; active participation has grown from 80 to 90 since 2022.
Pietrantoni Mendez & Alvarez LLC's 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 660488206 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.