AUMdb

Geosouthern Energy Corporation 401(k) Plan

Sponsored by Geosouthern Energy Corporation · EIN 742183300 · Plan #001

Total assets
$33.8M
Net assets
$33.8M
Active participants
146
With balances
185

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Morgan Stanley Investment advisory (plan) $40,000
Empower Advisory Group, Llc Investment management $22,264
Empower Annuity Ins Co Of America Recordkeeping fees $0