AUMdb

Televicentro De Puerto Rico Retirement Plan

Sponsored by Televicentro De Pr Retirement Plan · EIN 522188462 · Plan #001

Total assets
$18.1M
Net assets
$18.1M
Active participants
252
With balances
304

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).

Firm Match Plan year
Independent Financial Group, Llc CRD 7717 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Independent Financial Group Llc Investment advisory (plan) $45,228
Empower Annuty Insurance Company Of Recordkeeping fees $39,292
Benefit Consulting Group Of Pr Inc Contract administrator $8,076