Liberty Puerto Rico 401 (K) Savings Plan
Sponsored by Liberty Communications Of Puerto Rico Llc · EIN 660659935 · Plan #001
- Total assets
- $62.5M
- Net assets
- $62.5M
- Active participants
- 871
- With balances
- 1,220
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc | Investment advisory (plan) | $26,309 |
| Fid Inv Inst Ops Co | Participant loan processing, Recordkeeping fees, Securities brokerage commissions | -$101,980 |