Banco Popular De Puerto Rico Retirement Plan
Sponsored by Banco Popular De Puerto Rico · EIN 660561870 · Plan #001
- Total assets
- $607M
- Net assets
- $589M
- Active participants
- 1,733
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Dcm Advisors, Llc CRD 126248 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Blackrock Institutional Trust | Investment management | $983,390 |
| Pension Benefit Guaranty Corp | Insurance services | $766,994 |
| Towers Watson Delavare, Inc. | Actuarial | $471,182 |
| Blackrock Institutional Trust | Consulting (pension) | $239,529 |
| Consultiva International, Inc. | Consulting (pension) | $120,000 |
| Jp Morgan Chase | Custodial (securities) | $62,132 |
| Pwc Llp Puerto Rico | Accounting | $46,739 |
| Morgan Stanley Emerging Markets | Investment management | $34,447 |
| Newton | Investment management | $15,513 |
| Dcm Advisors | Investment management | $6,447 |