Pfizer Savings Plan For Employees Resident In Puerto Rico
Sponsored by Pbg Puerto Rico Llc · EIN 660914590 · Plan #002
- Total assets
- $395M
- Net assets
- $395M
- Active participants
- 86
- With balances
- 1,867
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Alliancebernstein Corporation CRD 107445 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fid Inv Inst Ops Co | Recordkeeping, Participant loan processing, Direct payment from the plan | $77,391 |
| Alliance Bernstein | Investment management, Investment management fees (direct) | $61,845 |
| Wellington Trust Company | Investment management, Investment management fees (direct) | $26,439 |
| Sei Investments Company | Investment management, Investment management fees (direct) | $10,890 |
| State Street Global Advisors | Investment management, Investment management fees (direct) | $7,152 |