Cps Puerto Rico, Inc. 1165(e) Plan
Sponsored by Cps Puerto Rico, Inc. · EIN 660602419 · Plan #001
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 123
- With balances
- 173
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bppr Popular Fiduciary Services | Trustee (institutional), Recordkeeping fees | $18,849 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $15,077 |
| Forvis, Llp | Accounting, Direct payment from the plan | $10,499 |