AUMdb

Hospital Buen Samaritano Retirement Plan

Sponsored by Hospital Comunitario Buen Samaritano, Inc. · EIN 660571457 · Plan #001

Total assets
$1.8M
Net assets
$1.8M
Active participants
263
With balances
219

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
Consultiva Wealth Management, Corp. CRD 111846 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empoer Annuity Insurance Company Recordkeeping fees $1,989
Consultiva Wealth Management Corp Investment advisory (plan) $898
Voya Retirement Insurance And Annui Other fees $0