Pfizer Consolidated Pension Plan For Employees Resident In Puerto Rico
Sponsored by Viatris Pharmaceuticals Llc · EIN 660577291 · Plan #004
- Total assets
- $604M
- Net assets
- $604M
- Active participants
- 623
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | Investment management fees (direct), Securities brokerage commissions | $800,677 |
| Banco Popular De Puerto Rico | Trustee (institutional) | $603,478 |
| Fidelity | Recordkeeping | $476,946 |
| Mercer | Actuarial, Consulting (general) | $243,591 |
| Bank Of America | Trustee (institutional) | $60,774 |