Bacardi Corp. Defined Contributions Administrative Employees Plan As Of October 1 St, 2004
Sponsored by Bacardi Corporation · EIN 660175247 · Plan #005
- Total assets
- $23.9M
- Net assets
- $23.9M
- Active participants
- 136
- With balances
- 171
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account, ERISA 404(c) participant-directed
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 |
|---|---|---|
| Mercer Investment Management | Sales loads, Claims processing, Custodial (securities) | $14,178 |
| Bppr Popular Fiduciary Services | Trustee (institutional), Recordkeeping fees, Other investment fees and expenses | $375 |