Filings through .
BPPR - Popular Fiduciary Services
Matched across 19 name variants in the filings
BPPR - Popular Fiduciary Services summary
BPPR - Popular Fiduciary Services appears on 78 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.5B in assets for 41,203 participants. The median client plan holds $9.1M. Most client plans are sponsored in PR, MN and AL. The largest clients by plan assets are Evertec Group, LLC, Triple-S Management Corporation and Medical Card System, Inc.. Plans reported $2.4M in direct and indirect compensation paid to BPPR - Popular Fiduciary Services. The median is $14K per plan.
- Participants
- 41,203
- Median plan assets
- $9.1M
- Median plan participants
- 335
- Median fees per plan
- $14K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- Evertec Group, LLC$135MPRParticipants 1,604
- PRParticipants 3,148
- PRParticipants 2,968
- PRParticipants 685
- O'Neill & Borges LLC$75.7MPRParticipants 154
- CC1 Limited Partnership$69.2MPRParticipants 2,160
- PRParticipants 1,012
- PRParticipants 810
- Triple-S Vida, Inc.$47.3MPRParticipants 1,102
- PRParticipants 171
- Ballester Hermanos Inc.$41.0MPRParticipants 943
- PRParticipants 238
- Bacardi Corporation$29.0MPRParticipants 199
- Ricoh Puerto Rico, Inc.$27.9MPRParticipants 241
- PRParticipants 722
- PRParticipants 671
- Bella International, LLC$24.3MPRParticipants 822
- PRParticipants 820
- Ferraiuoli LLC$23.3MPRParticipants 129
- PRParticipants 829
- MNParticipants 2,827
- Genera PR LLC$17.8MPRParticipants 742
- PRParticipants 127
- PRParticipants 115
- PRParticipants 553
Top client states
- PR70 plans
- MN2 plans
- AL1 plan
- FL1 plan
- IL1 plan
Frequently asked questions
- Who uses BPPR - Popular Fiduciary Services?
- 78 retirement plans list BPPR - Popular Fiduciary Services as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Evertec Group, LLC, Triple-S Management Corporation, Medical Card System, Inc., Mapfre Praico Corporation . and O'Neill & Borges LLC. Most client plans are sponsored in PR, MN and AL.
- How many plans does BPPR - Popular Fiduciary Services serve?
- BPPR - Popular Fiduciary Services serves 78 retirement plans with $1.5B in plan assets and 41,203 participants, based on the latest Form 5500 filings through 2024.
- What does BPPR - Popular Fiduciary Services charge?
- Plans reported $2.4M in total Schedule C compensation paid to BPPR - Popular Fiduciary Services. The median plan paid $14K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Bppr - Popular Fiduciary Services as recordkeeper and list their funds in their filing.
Target-date series
| Series | Plans |
|---|---|
| Vanguard Target Retirement | 1 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.