Plan De Retiro De Salud Integral En La Montana
Sponsored by Salud Integral En La Montana · EIN 660329532 · Plan #001 · Naranjito, PR
- Total assets
- $23.5M
- Net assets
- $23.4M
- Active participants
- 759
- With balances
- 759
Plan year beginning 07/01/2024 · 401(k)
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 |
|---|---|---|
| The 401 K Company Of Puerto Rico Inc | Investment advisory (plan), Contract administrator | $89,750 |
| Oriental Bank & Trust | Trustee (directed) | $32,219 |
| Empower Advisory Group Llc | Investment management | $29 |
| Nationwide Planning Associates Inc | Other commissions | $0 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |