The Geneva School 401(k) Retirement Plan
Sponsored by The Geneva School · EIN 593195482 · Plan #001
- Total assets
- $6.8M
- Net assets
- $6.8M
- Active participants
- 117
- With balances
- 116
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $38,079 |
| Empower Advisory Group, Llc | Investment management | $5,939 |
| Morningstar Inc Dba Morningstar Ass | Other fees | $1,235 |
| Principal Securities Inc | Other commissions | $0 |
| Lpl Financial Llc | Other commissions | $0 |