AUMdb

Corp De Servicios Medico Primario Y Prevencion De Hatillo Sav & Ret Plan

Sponsored by Corp De Serv Medico Primario Y Prev De Hatillo Sav & Ret Plan · EIN 660427194 · Plan #019

Total assets
$3.1M
Net assets
$3.1M
Active participants
193
With balances
227

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Compan Of Recordkeeping fees $24,137
Oriental Bank And Trust Trustee (directed) $10,456
Empower Advisory Group Llc Investment management $7,646
Benefit Consulting Group Of Pr Inc Contract administrator $1,313
Leafhouse Financial Other fees $1,313
0 Saic Sf Inc Other commissions $0
Leafhouse Financial Advisors Llc Other fees $0