AUMdb

Plan 1081. 01(d) De Ashford Presbyterian Community Hospital

Sponsored by Presbyterian Community Hospital, Inc. · EIN 660177824 · Plan #001 · San Juan, PR

Total assets
$8.8M
Net assets
$8.8M
Active participants
442
With balances
0

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empowerannuity Annuity Insurance Co Recordkeeping fees $24,217
Independent Financial Group Llc Investment advisory (plan) $21,263
Galindez Llc Other fees $10,400
Crs Cpa Psc Contract administrator $4,252
Empower Advisory Group Llc Investment management $700