Puerto Rico Financial Retirement Plan
Sponsored by Wells Fargo & Company · EIN 410449260 · Plan #022
- Total assets
- $53.4M
- Net assets
- $53.3M
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon Consulting, Inc. | Actuarial, Contract administrator, Consulting (pension) | $254,611 |
| Banco Popular De Puerto Rico | Recordkeeping, Trustee (institutional) | $125,812 |
| State Street Global Advisors | Investment management, Investment management fees (direct), Investment management fees (indirect) | $2,192 |