Fernando Sumaza & Co, Inc And Affiliates 401 K Retirement Plan
Sponsored by Fernando Sumaza & Co, Inc And Affil Iates · EIN 660392250 · Plan #001 · Mayaguez, PR
- Total assets
- $436K
- Net assets
- $436K
- Active participants
- 116
- With balances
- 118
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $5,240 |
| Empower Advisory Group Llc | Investment management | $1,310 |
| Envestnet Retirement Solutions, Llc | Other fees | $192 |
| Cetera Advisor Networks Llc | Other commissions | $0 |
| Pension Plus Inc | Contract administrator | $0 |