AUMdb

Genevive Retirement Plan

Sponsored by Genevive · EIN 453357936 · Plan #001

Total assets
$41.3M
Net assets
$41.3M
Active participants
182
With balances
234

Plan year beginning 01/01/2024 · 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
Pensionmark Financial Group Llc Investment advisory (plan), Consulting fees $74,343
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $12,627