Sociedad Para Asistencia Legal Pension Plan
Sponsored by Sociedad Para La Asistencia Legal De Pr, Inc. · EIN 660217275 · Plan #001
- Total assets
- $23.9M
- Net assets
- $23.9M
- Active participants
- 158
- With balances
- 208
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oriental Bank & Trust | Trustee (directed) | $25,490 |
| Empower Advisory Group Llc | Investment management | $12,493 |
| Envestnet | Other fees | $10,855 |
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $0 |