Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LUIS A. SEGARRA FINANCIAL & INSURANCE SERVICES
EIN 66-0525786Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
4
654 PLAZA AVE MUNOZ RIVERA, SUITE 1735 - SAN JUAN, PR 00918787-250-8429
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.5M assets / 4 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LUIS A. SEGARRA FINANCIAL & INSURANCE SERVICES PROFIT SHARING PLAN
ProfitSharing
Assets$2.8M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LUIS A SEGARRA FINANCIAL & INSURANCE SERVICES DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.6M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LUIS A. SEGARRA FINANCIAL & INSURANCE SERVICES PROFIT SHARING PLAN | ProfitSharing | $2.8M | 2 | 2024 | |
| 002 | LUIS A SEGARRA FINANCIAL & INSURANCE SERVICES DEFINED BENEFIT PLAN | TraditionalDB | $1.6M | 2 | 2024 |
Retirement plans