Popular, Inc. Pr Savings And Investment Plan
Sponsored by Popular, Inc. · EIN 660667416 · Plan #006
- Total assets
- $819M
- Net assets
- $818M
- Active participants
- 8,410
- With balances
- 10,077
Plan year beginning 01/01/2024 · Profit-sharing, 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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pricewaterhousecoopers, Llp | Accounting | $92,108 |
| Morgan Stanley | Investment advisory (plan) | $61,800 |