Leaft House Financial Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

651

Total plan assets

$56.8M

Filings (rows)

Direct comp

$28K

Indirect comp

SERVICES PROVIDED

Investment manager3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Puerto Rico Energy LLC Puerto Rico Energy LLC Retirement Savings Plan · all filings	SAN JUAN, PR	Investment manager	256	$20.3M	$10K	$0
Puerto Rico Energy LLC Puerto Rico Energy LLC Retirement Savings Plan · all filings	SAN JUAN, PR	Investment manager	200	$19.3M	$9K	$0
PUMA Energy Caribe, LLC PUMA Energy Puerto Rico Retirement Savings Plan · all filings	SAN JUAN, PR	Investment manager	195	$17.2M	$9K	$0