Firstbank 401(k) Retirement Plan For Residents Of Puerto Rico
Sponsored by Firstbank Of Puerto Rico · EIN 660183103 · Plan #002
- Total assets
- $164M
- Net assets
- $164M
- Active participants
- 2,782
- With balances
- 3,348
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 |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Participant loan processing, Direct payment from the plan | $74,852 |
| Charles Schwab Trust Bank | Custodial (securities), Shareholder servicing fees | $12,554 |
| Charles Schwab & Co., Inc. | Custodial (securities), Shareholder servicing fees | $0 |