Union De Tronquistas De Puerto Rico Of Crowley Liner Services Puerto Rico, Inc. Defined Contribution Retirement Plan
Sponsored by Crowley Liner Services Puerto Rico,Inc. · EIN 660208002 · Plan #001 · San Juan, PR
- Total assets
- $24.5M
- Net assets
- $24.5M
- Active participants
- 206
- With balances
- 210
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Banco Popular | Investment management | $21,030 |
| Rsm Roc And Co | Accounting | $18,876 |
| Rsm Roc And Co | Other fees | $12,417 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $3,311 |
| Strategic Advisor Inc | Investment advisory (plan) | $2,632 |