The Geneva Foundation 403(b) Plan
Sponsored by The Geneva Foundation · EIN 911593913 · Plan #001
- Total assets
- $34.3M
- Net assets
- $34.3M
- Active participants
- 335
- With balances
- 715
Plan year beginning 01/01/2024 · Default investment account (QDIA), Profit-sharing, Age/service weighted or new comparability
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Contract administrator | $82,388 |
| Lpl Financial Llc Rpcp | Investment advisory (participants), Investment advisory (plan) | $73,149 |
| Definiti, Llc | Accounting, Plan administrator, Consulting (pension) | $8,125 |