AUMdb

Fdhp Retirement Plan

Sponsored by Fundacion Para El Desarrollo Del Hogar Propio · EIN 660484507 · Plan #001

Total assets
$2.5M
Net assets
$2.5M
Active participants
375
With balances
212

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 Plan Administrators Recordkeeping, Sub-transfer agency fees, Custodial (securities) $20,515
Bpas Trust Company Of Puerto Rico Trustee (institutional), Trustee (directed) $8,772