AUMdb

Stewart Enterprises Puerto Rico Retirement Trust

Sponsored by Service Corporation International · EIN 741488375 · Plan #004 · Houston, TX

Total assets
$3.8M
Net assets
$3.8M
Active participants
219
With balances
259

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
Bppr Popular Fiduciary Services Other investment fees and expenses, Trustee (institutional), Recordkeeping fees $10,545