AUMdb

Tasis Dorado Retirement Plan

Sponsored by Tasis Dorado Educational Foundation Inc. · EIN 660743234 · Plan #001

Total assets
$2.6M
Net assets
$2.6M
Active participants
182
With balances
194

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
Bppr Popular Fiduciary Services Trustee (institutional), Recordkeeping fees $3,455