AUMdb

One Microsoft Puerto Rico Retirement Plan

Sponsored by Microsoft Caribbean, Inc. · EIN 911590503 · Plan #001

Total assets
$33.9M
Net assets
$33.9M
Active participants
73
With balances
231

Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account, Default investment account (QDIA)

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 $375