Horne Llp Puerto Rico Employees Profit Sharing Plan
Sponsored by Horne Llp · EIN 201941244 · Plan #002
- Total assets
- $6.3M
- Net assets
- $6.3M
- Active participants
- 161
- With balances
- 262
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Finanxial Corp | Consulting (general), Investment advisory (participants) | $44,492 |
| Benefit Plans Admin Services, Inc. | Recordkeeping, Investment management, Investment management fees (direct) | $23,828 |
| Bpas Trust Company Of Puerto Rico | Trustee (institutional), Trustee (directed) | $7,651 |