Kpmg Puerto Rico Capital Accumulation Plan
Sponsored by Kpmg Llp · EIN 135565207 · Plan #021
- Total assets
- $24.3M
- Net assets
- $24.3M
- Active participants
- 82
- With balances
- 177
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner | Recordkeeping, Investment management fees (indirect), Shareholder servicing fees | $1,763 |