AUMdb

Rio Mar Hospitality Management Puerto Rico Retirement Plan

Sponsored by Rio Mar Hospitality Management Llc · EIN 661001258 · Plan #001

Total assets
$4.0M
Net assets
$4.0M
Active participants
591
With balances
251

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
Benefit Plans Admin Services, Inc. Recordkeeping, Investment management, Participant loan processing $24,962
Mass Mutual Consulting (general), Investment advisory (participants) $10,475