Safe Harbor Marinas Puerto Rico Retirement Plan
Sponsored by Marina Pdr Operations, Llc · EIN 872486532 · Plan #001
- Total assets
- $565K
- Net assets
- $560K
- Active participants
- 129
- With balances
- 134
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins. Com. Of Americ | Recordkeeping fees | $6,388 |
| Ubs Financial Services Inc | Investment advisory (plan) | $1,915 |