Plan De Retiro San Lucas
Sponsored by Hospital Episcopal San Lucas Ponce · EIN 660589727 · Plan #004
- Total assets
- $1.5M
- Net assets
- $1.5M
- Active participants
- 1,017
- With balances
- 742
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 |
|---|---|---|
| Kovack Advisors, Inc. CRD 140808 | fuzzy_auto · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $31,197 |
| Cybele Capital Management Llc | Investment advisory (plan) | $7,870 |
| Kovac Advisors Inc | Investment advisory (plan) | $2,211 |
| Empower Advisory Group, Llc | Investment management | $946 |
| Envestment Retirement Solutions Llc | Other fees | $459 |