AUMdb

Centro De Servicios Primarios De Salud De Patillas Inc Savings Plan

Sponsored by Centro De Servicios Primarios De Salud De Patillas, Inc. Savings Plan · EIN 660430826 · Plan #001

Total assets
$7.7M
Net assets
$7.7M
Active participants
195
With balances
201

Plan year beginning 04/01/2024 · Profit-sharing, Total participant-directed account, ERISA 404(c) participant-directed

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 Company Recordkeeping fees $46,148
Empower Advisory Group Llc Investment management $21,062
Benefit Consulting Group Of Pr Inc Contract administrator $5,701
Leafhouse Financial Advisors Llc Other fees $5,500
Oriental Bank & Trust Trustee (directed) $4,047
Osaic Fs Inc Other commissions $0
Osaic Wealth Inc Other commissions $0