AUMdb

Sonesta Puerto Rico Retirement Plan

Sponsored by Sonesta Plan Administration Committee · EIN 660959552 · Plan #001

Total assets
$1.6M
Net assets
$1.6M
Active participants
260
With balances
133

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
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $7,009