S&L Pr Retirement Plan
Sponsored by Sargent & Lundy Puerto Rico, Llc · EIN 660949018 · Plan #001 · San Juan, PR
- Total assets
- $5.8M
- Net assets
- $5.8M
- Active participants
- 201
- With balances
- 227
Plan year beginning 01/01/2024 · Profit-sharing, Automatic enrollment, 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 |
|---|---|---|
| Bppr Popular Fiduciary Services | Trustee (institutional), Recordkeeping fees | $10,107 |