Imperial Dade Puerto Rico Profit Sharing And 401(k) Plan
Sponsored by Dade Paper & Bag, Llc · EIN 590784248 · Plan #003
- Total assets
- $2.2M
- Net assets
- $2.2M
- Active participants
- 86
- With balances
- 148
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 |
|---|---|---|
| Ameritas Advisory Services, Llc CRD 317245 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Forvis Mazars, Llp | Accounting | $10,000 |
| Ameritas Advisory Services Llc | Investment advisory (plan) | $6,617 |
| Oriental Bank | Contract administrator, Trustee (directed) | $6,547 |
| Empower Annuity Insurance Company | Recordkeeping fees | $3,340 |
| Empower Advisory Group, Llc | Investment management | $2,122 |
| National Professional Planning Grou | Contract administrator | $542 |