Rsm Puerto Rico 1081. 01 Retirement Plan
Sponsored by Rsm Puerto Rico · EIN 660388756 · Plan #001 · San Juan, PR
- Total assets
- $5.7M
- Net assets
- $5.7M
- Active participants
- 140
- With balances
- 260
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| 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 | $49,760 |
| Vega Palau Llc | Accounting | $10,400 |
| Empower Advisory Group, Llc | Investment management | $470 |
| Cetera Advisor Networks Llc | Other commissions | $0 |