Puerto Rico Energy Llc Retirement Savings Plan
Sponsored by Puerto Rico Energy Llc · EIN 660759525 · Plan #001 · San Juan, PR
- Total assets
- $20.3M
- Net assets
- $20.3M
- Active participants
- 256
- With balances
- 208
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Rodriguez Torres | Investment advisory (plan) | $38,890 |
| Empower Annuity Insurance Company | Recordkeeping fees | $35,636 |
| Oriental Bank & Trust | Trustee (directed) | $29,226 |
| Leaft House Financial Advisors Llc | Other fees | $9,723 |
| Psv & Company Psc | Accounting | $5,720 |
| Pension Plus Inc | Contract administrator | $1,259 |