Firstbank 401(k) Retirement Plan For Residents Of The U.S. Virgin Islands And The Usa
Sponsored by Firstbank Of Puerto Rico · EIN 660183103 · Plan #004
- Total assets
- $26.1M
- Net assets
- $26.1M
- Active participants
- 329
- With balances
- 581
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Charles Schwab Trust Bank | Custodial (securities), Shareholder servicing fees | $8,114 |
| Milliman, Inc. | Recordkeeping, Participant loan processing, Direct payment from the plan | $1,187 |
| Charles Schwab & Co. | Custodial (securities), Shareholder servicing fees | $0 |