The Geological Society Of America Retirement Plan
Sponsored by The Geological Society Of America · EIN 131659623 · Plan #001 · Boulder, CO
- Total assets
- $15.2M
- Net assets
- $15.2M
- Active participants
- 61
- With balances
- 118
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ima Advisory Services, Inc. CRD 112091 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $31,794 |
| Ima Advisory Services, Inc. | Investment advisory (plan), Direct payment from the plan | $27,022 |
| Morningstar Investment Mgmt Llc | Investment advisory (participants), Consulting fees | $0 |