Boys & Girls Clubs Of Puerto Rico Retirement Plan
Sponsored by Boys & Girls Clubs Of Puerto Rico · EIN 660327584 · Plan #002
- Total assets
- $3.9M
- Net assets
- $3.9M
- Active participants
- 336
- With balances
- 503
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).
| Firm | Match | Plan year |
|---|---|---|
| Kovack Advisors, Inc. CRD 140808 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kovack Advisors, Inc. | Consulting (general), Investment advisory (plan) | $21,264 |
| Benefit Plans Admin Services, Inc. | Recordkeeping, Participant loan processing, Sub-transfer agency fees | $17,931 |
| Bpas Trust Company Of Puerto Rico | Custodial (securities), Trustee (institutional), Trustee (directed) | $5,316 |