AUMdb

Bermudez, Longo, Diaz Masso, Llc 401 K Pension Plan

Sponsored by Bermudez, Longo, Diaz Masso, Llc. · EIN 660454618 · Plan #002

Total assets
$10.4M
Net assets
$10.4M
Active participants
422
With balances
448

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, 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
Popular Inc. Trustee (institutional), Recordkeeping fees, Other investment fees and expenses $4,271