AUMdb

Borinquen Container Coda Retirement Plan

Sponsored by Borinquen Container · EIN 660275132 · Plan #001

Total assets
$2.2M
Net assets
$2.2M
Active participants
179
With balances
203

Plan year beginning 07/01/2024 · Profit-sharing, Total participant-directed account

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
Transamerica Life Insurance Company Recordkeeping, Participant loan processing, Investment management fees (indirect) $14,492