Compania Cervecera De P. R. Retirement Plan Union
Sponsored by Compania Cervecera De Pr, Inc. · EIN 660175664 · Plan #001
- Total assets
- $5.3M
- Net assets
- $5.3M
- Active participants
- 125
- With balances
- 161
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 |
|---|---|---|
| Independent Financial Group, Llc CRD 7717 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Independent Financial Group Llc | Investment advisory (plan) | $11,916 |
| Marsh Saldana Inc | Other fees | $7,943 |
| A & A Employee Benefits Consulting | Contract administrator | $0 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |