Consultiva Wealth Management Retirement Plan
Sponsored by Consultiva Wealth Management Corp · EIN 660569863 · Plan #001 · San Juan, PR
- Total assets
- —
- Net assets
- —
- Active participants
- 12
- With balances
- 13
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Consultiva Wealth Management, Corp. CRD 111846 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $4,724 |
| Consultiva Wealth Management | Investment advisory (plan) | $2,458 |
| Empower Retirement Solutions Llc | Other fees | $186 |
| Benefit Consulting Group Of Pr Inc | Contract administrator | $0 |