Banco Popular De Pr Tax Qualified Ret. Restoration Plan
Sponsored by Banco Popular De Puerto Rico · EIN 660561870 · Plan #004
- Total assets
- —
- Net assets
- —
- Active participants
- 6
- 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 |
|---|---|---|
| Dcm Advisors, Llc CRD 126248 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Blackrock Institutional Trust | Investment management | $37,822 |
| Jp Morgan Chase | Custodial (securities) | $12,466 |
| Blackrock Institutional Trust | Consulting (pension) | $10,310 |
| Morgan Stanley Emerging Markets | Investment management | $8,092 |
| Newton | Investment management | $3,095 |
| Dcm Advisors | Investment management | $791 |