Cooperativa De Ahorro Y Credito Oriental Retirement Plan
Sponsored by Cooperativa De Ahorro Y Credito Oriental · EIN 660287790 · Plan #001
- Total assets
- $6.2M
- Net assets
- $6.2M
- Active participants
- 121
- With balances
- 151
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Independent Financial Group, Llc CRD 7717 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $18,707 |
| Independent Financial Group | Investment advisory (plan) | $13,901 |
| Empower Advisory Group Llc | Investment management | $325 |
| A & A Emplyee Benefits Consulting | Contract administrator | $0 |