AUMdb

Cesar Castillo Inc Saving And Retirement Plan

Sponsored by Cesar Castillo Llc · EIN 660175629 · Plan #001 · Guaynabo, PR

Total assets
$6.0M
Net assets
$6.0M
Active participants
300
With balances
221

Plan year beginning 09/01/2024 · ERISA 404(c) participant-directed, Default investment account (QDIA), 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
Bppr Popular Fiduciary Services Trustee (institutional), Recordkeeping fees $1,358