AUMdb

Caribe Federal Credit Union Employees Pension Plan

Sponsored by Caribe Federal Credit Union · EIN 660204432 · Plan #001

Total assets
Net assets
Active participants
144
With balances
114

Plan year beginning 01/01/2024 · 401(k)

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
Empower Annuity Insurance Company Recordkeeping fees $32,792
Quinones Archilla Other fees $21,644
Leafhouse Financial Advisors Llc Other fees $2,706
Osaic Fs Inc Other commissions $0