Universidad Politecnica Retirement Plan
Sponsored by Universidad Politecnica De Puerto Rico · EIN 660362666 · Plan #001
- Total assets
- $19.3M
- Net assets
- $19.3M
- Active participants
- 344
- With balances
- 317
Plan year beginning 08/01/2024 · 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 |
|---|---|---|
| Consultiva International | Investment management | $54,763 |
| Benefit Plans Admin Services, Inc. | Recordkeeping, Participant loan processing, Shareholder servicing fees | $43,717 |
| Bpas Trust Comp Of Puerto Rico | Custodial (securities), Trustee (institutional), Trustee (directed) | $27,382 |