Cooperativa De Seguros De Vida De Puerto Rico 1081.01 D Salary Deferral Retirement Plan
Sponsored by Cooperativa De Seguros De Vida De Puerto Rico · EIN 660231517 · Plan #002
- Total assets
- $7.7M
- Net assets
- $7.7M
- Active participants
- 294
- With balances
- 295
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).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees | $16,581 |
| Coop De Seguros De Vida De Pr | Other fees | $14,501 |
| Envestnet Retirement Solutions Llc | Other fees | $3,624 |
| Empower Advisory Group Llc | Investment management | $1,918 |
| Cetera Advisor Networks Llc | Other commissions | $0 |