Popular, Inc. Usa 401(k) Savings & Investment Plan
Sponsored by Popular, Inc. · EIN 660667416 · Plan #053
- Total assets
- $170M
- Net assets
- $170M
- Active participants
- 970
- With balances
- 1,551
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $190,447 |
| Morgan Stanley Global | Investment advisory (plan), Investment management, Direct payment from the plan | $150,000 |
| Pricewaterhousecoopers, Llp | Accounting, Direct payment from the plan | $56,772 |