Plan De Pensiones Cooperativa De Seguros Multiples
Sponsored by Cooperativa De Seguros Multiples · EIN 660257478 · Plan #001 · San Juan, PR
- Total assets
- $58.1M
- Net assets
- $58.0M
- Active participants
- 138
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sage Advisory Services Ltd Co CRD 106236 | deterministic · 100% | 2024 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sage Advisory Services Ltd Co | Investment management | $116,459 |
| Ubs Financial Services Inc | Investment advisory (plan) | $107,805 |
| Willis Towers Watson Usa Llc | Actuarial | $55,712 |
| Driven Psc | Accounting | $21,840 |
| Landa Umpierre Psc | Accounting | $18,748 |
| Banco Popular Trust | Trustee (institutional) | $12,219 |