Plan De Ahorro Empleados Island Finance
Sponsored by Island Finance, Llc · EIN 660878299 · Plan #001 · San Juan, PR
- Total assets
- $12.2M
- Net assets
- $12.2M
- Active participants
- 516
- With balances
- 471
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Oneill & Borges Llc | Legal | $16,857 |
| Rsm Roc & Company | Accounting | $16,588 |
| Empower Advisory Group, Llc | Investment management | $12,765 |
| Pension Plus, Inc | Contract administrator | $9,971 |
| Empower Annuity Insurance Company | Recordkeeping fees | $8,179 |
| Oriental Bank & Trust | Trustee (directed) | $6,145 |
| Cetera Advisor Networks Llc | Other commissions | $0 |