Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CARIBBEAN FINANCIAL GROUP
EIN 71-1011997Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$17.9M assets
Welfare
0
Participants
102
GAM TOWER, SUITE 303, 2 TABONUCO STREET - GUAYNABO, PR 00968787-622-6626
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $17.9M assets / 102 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
CFG RETIREMENT SAVINGS PLAN
ProfitSharing
Assets$9.3M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CFG RETIREMENT SAVINGS PROGRAM
401k
Assets$8.6M
Participants40
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 | CFG RETIREMENT SAVINGS PLAN | ProfitSharing | $9.3M | 62 | 2025 | |
| 002 | CFG RETIREMENT SAVINGS PROGRAM | 401k | $8.6M | 40 | 2025 |
Retirement plans