Hub International Puerto Rico, Inc. Retirement Plan
Sponsored by Hub International Puerto Rico, Inc. · EIN 660635623 · Plan #001
- Total assets
- $9.9M
- Net assets
- $9.9M
- Active participants
- 117
- With balances
- 146
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).
| Firm | Match | Plan year |
|---|---|---|
| Pronvest, Llc Dba Future Capital CRD 119081 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oriental Bank | Trustee (institutional) | $41,651 |
| Future Capital | Investment advisory (participants) | $33,556 |