Chubb Puerto Rico Retirement Savings Plan
Sponsored by Chubb Ina Holdings Inc. Formerly Ace Puerto Rico · EIN 952371728 · Plan #107 · Philadelphia, PA
- Total assets
- $19.9M
- Net assets
- $19.9M
- Active participants
- 103
- With balances
- 183
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 |
|---|---|---|
| Financial Avengers, Inc. CRD 119636 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Financial Engines | Investment advisory (plan) | $11,597 |
| Fidelity Investments Inst. Op. Co. | Participant loan processing, Recordkeeping fees, Account maintenance fees | $0 |