Cpm Pr Savings & Retirement Plan
Sponsored by Cpm Pr, Llc · EIN 660532683 · Plan #001 · Guaynabo, PR
- Total assets
- $10.0M
- Net assets
- $10.0M
- Active participants
- 237
- With balances
- 264
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | fuzzy_auto · 99% | 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 |
|---|---|---|
| Onedigital Investmnet Advisor Llc | Investment advisory (plan) | $23,154 |
| Empower Advisory Group Llc | Investment management | $17,535 |
| Carbonell & Co. Llp | Accounting | $10,296 |
| Empower Annuity Insurance Company | Recordkeeping fees | $2,318 |
| Pension Plus Inc | Contract administrator | $0 |