Assets by plan
Share of aggregate retirement assets
99%top
Sponsor portfolio
INVEST PUERTO RICO INC.
EIN 66-0891535Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$588K assets
Welfare
0
Participants
33
200 CONVENTION BLVD. SUITE 301 - SAN JUAN, PR 00907787-649-5713
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $588K assets / 33 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
INVEST PUERTO RICO EMPLOYEE SAVINGS PLAN
ProfitSharing
Assets$581K
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
INVEST PUERTO RICO EMPLOYEE SAVINGS PLAN - US
ProfitSharing
Assets$6K
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 | INVEST PUERTO RICO EMPLOYEE SAVINGS PLAN | ProfitSharing | $581K | 31 | 2025 | |
| 002 | INVEST PUERTO RICO EMPLOYEE SAVINGS PLAN - US | ProfitSharing | $6K | 2 | 2025 |
Retirement plans