Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan
Sponsored by Hewlett Packard Enterprise Iv Llc · EIN 661046467 · Plan #002
- Total assets
- $228M
- Net assets
- $228M
- Active participants
- 760
- With balances
- 1,197
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees | $11,146 |