AUMdb

The Corporate Source, Inc. Pr 401(k) Plan

Sponsored by The Corporate Source, Inc. · EIN 133882284 · Plan #001

Total assets
$2.9M
Net assets
$2.9M
Active participants
129
With balances
109

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

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
Banco Popular De Puerto Rico Recordkeeping, Trustee (institutional) $16,704