AUMdb

Partners Business Services Retirement Plan Plan

Sponsored by Partners Business Services, Llc · EIN 660724522 · Plan #001 · Carolina, PR

Total assets
$5.0M
Net assets
$5.0M
Active participants
92
With balances
105

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 $2,600
Bppr Popular Securities, Inc. Other investment fees and expenses $0