Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc.
Sponsored by Holsum De Puerto Rico, Inc. · EIN 660563016 · Plan #001 · Toa Baja, PR
- Total assets
- $22.8M
- Net assets
- $22.8M
- Active participants
- 727
- With balances
- 634
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bppr Popular Fiduciary Services | Trustee (institutional), Recordkeeping fees, Other investment fees and expenses | $7,749 |