Puerto Rico Science Technology And Research Trust Retirement Plan
Sponsored by Puerto Rico Science Technology And Reseach Trust · EIN 660675963 · Plan #001
- Total assets
- $3.3M
- Net assets
- $3.3M
- Active participants
- 269
- With balances
- 325
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 |
|---|---|---|
| Consultiva Wealth Management, Corp. CRD 111846 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Life & Annuity Ins. Co. Of | Recordkeeping fees | $31,930 |
| Consultiva Wealth Management Corp. | Investment advisory (plan) | $13,942 |
| Pension Administrators Group, Inc. | Contract administrator | $0 |