AUMdb

V. Suarez & Co., Inc. Retirement Plan

Sponsored by V. Suarez & Co. Inc. · EIN 660178790 · Plan #002

Total assets
$51.8M
Net assets
$51.8M
Active participants
545
With balances
624

Plan year beginning 01/01/2024 · Profit-sharing, 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
Oriental Bank Trustee (institutional) $0
Nppg Record Keeping Solutions Recordkeeping $0