AUMdb

Cooperativa De Ahorro Y Credito De Barranquitas Salary Deferral Retirement Plan

Sponsored by Cooperativa De Ahorro Y Credito De Barranquitas · EIN 660266453 · Plan #001 · Barranquitas, PR

Total assets
$3.7M
Net assets
$3.7M
Active participants
126
With balances
126

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
Nationwide Planning Associates Inc. Investment advisory (plan) $13,412
Empower Annuity Insurance Company Recordkeeping fees $8,222
Candelario Rosario, Luis Other fees $4,000
The 401 K Company Of Puerto Rico Inc Contract administrator $3,353
Consultiva Wealth Management Corp Other fees $2,386
Pensions Administrators Group Inc. Other fees -$531