Universidad Carlos Albizu Savings & Investment Pla
Sponsored by Universidad Carlos Albizu · EIN 660234412 · Plan #001
- Total assets
- $9.1M
- Net assets
- $9.0M
- Active participants
- 390
- With balances
- 327
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account
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 |
|---|---|---|
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $22,394 |
| Quinones Archilla | Investment advisory (plan) | $17,188 |
| Leafhouse Financial Advisors, Llc | Other fees | $4,297 |
| Oriental Pension Consultants | Contract administrator | $1,450 |
| Osaic Fs Inc | Other commissions | $0 |