AUMdb

Programa Head Start Municipio De Orocovis 1081.01(d) Salary Deferral Retirement Plan

Sponsored by Programa Head Start Municipio De Orocovis · EIN 660433491 · Plan #001 · Orocovis, PR

Total assets
$1.9M
Net assets
$1.9M
Active participants
247
With balances
247

Plan year beginning 01/01/2024 · Profit-sharing, 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
The 401 K Company Of Puerto Rico Inc Plan administrator, Recordkeeping $1,363
Nationwide Life Insurance Company Recordkeeping, Investment advisory (participants), Shareholder servicing fees $332
Luis Candelario Rosario Cpa Accounting $0
Nationwide Planning Associates Securities brokerage commissions $0