AUMdb

Geologic Associates 401 K Profit Sharing Plan

Sponsored by Geologic Associates · EIN 954313020 · Plan #001

Total assets
$88.1M
Net assets
$88.1M
Active participants
302
With balances
401

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

Linked investment advisers

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

Firm Match Plan year
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Voya Retirement Advisors, Llc Investment advisory (participants) $8,735
Voya Retirment Ins & Annuity Co Investment advisory (plan) $0
Morningstar Investment advisory (plan) $0
Actuarial Benefits Corp Other services $0