Grupo Carmelo Savings And Investment Plan
Sponsored by Canarico Quarries, Inc. · EIN 660532348 · Plan #001
- Total assets
- $4.2M
- Net assets
- $4.2M
- Active participants
- 188
- With balances
- 152
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 |
|---|---|---|
| Consultiva International | Investment management | $21,548 |
| Benefit Plans Admin Services, Inc. | Recordkeeping, Sub-transfer agency fees, Recordkeeping fees | $14,249 |
| Bpas Trust Company Of Puerto Rico | Custodial (securities), Trustee (directed) | $5,877 |