Viant Puerto Rico Inc. Employees Retirement Plan
Sponsored by Viant Puerto Rico Inc. · EIN 660460821 · Plan #001
- Total assets
- $3.6M
- Net assets
- $3.6M
- Active participants
- 168
- With balances
- 324
Plan year beginning 07/01/2024 · Profit-sharing, Total participant-directed account, ERISA 404(c) participant-directed
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 |
|---|---|---|
| Driven Psc | Accounting | $10,374 |
| Empower Annuity Insurance Company | Recordkeeping fees | $8,224 |
| Oriental Bank | Trustee (directed) | $6,546 |
| Empower Advisory Group, Llc | Investment management | $1,117 |
| Oakwood Capital Securities, Inc. | Other commissions | $0 |