AUMdb

Mendez & Co., Inc. Employees' Retirement Plan

Sponsored by Mendez & Co., Inc. · EIN 660177198 · Plan #001

Total assets
$210K
Net assets
$187K
Active participants
0
With balances
0

Plan year beginning 07/01/2024

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
Banco Popular Trustee (institutional), Direct payment from the plan $42,675
Bpas Actuarial & Pension Services Actuarial, Direct payment from the plan $39,485
Jose E. Rosario & Co. Cpa, Psc Accounting, Direct payment from the plan $14,664