AUMdb

Costco Puerto Rico Retirement Plan

Sponsored by Costco Wholesale Corporation · EIN 911223280 · Plan #005

Total assets
$127M
Net assets
$127M
Active participants
1,340
With balances
1,452

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
T. Rowe Price Japan, Inc. CRD 290585 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
T Rowe Price Rps Inc Recordkeeping, Custodial (other), Custodial (securities) $62,186