AUMdb

The Geneva School Of Boerne 401(k) Retirement Plan

Sponsored by The Geneva School Of Boerne · EIN 742903692 · Plan #001

Total assets
$4.6M
Net assets
$4.6M
Active participants
114
With balances
157

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Wilshire Associates Inc. (Usa) Investment advisory (participants) $831
John Hancock Usa Recordkeeping, Investment management, Shareholder servicing fees $800