AUMdb

Bcu Puerto Rico Retirement Savings Plan

Sponsored by Baxter Credit Union (Dbs Bcu Corp.) · EIN 237250155 · Plan #002

Total assets
$520K
Net assets
$514K
Active participants
124
With balances
131

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $78
Empower Advisory Group, Llc Investment management $0