Mendez & Co., Inc. Retirement Plan
Sponsored by Mendez & Co., Inc. · EIN 660177198 · Plan #002 · Guaynabo, PR
- Total assets
- $24.8M
- Net assets
- $24.8M
- Active participants
- 524
- With balances
- 606
Plan year beginning 07/01/2024 · 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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Finanxial, Corp. | Consulting (general), Investment advisory (participants), Participant communication | $115,982 |
| Benefit Plans Admin Services | Recordkeeping, Investment management, Recordkeeping fees | $99,278 |
| Bpas Trust Company Of Puerto Rico | Custodial (securities), Trustee (directed) | $34,475 |