AUMdb

Geosyntec Consultants, Inc. And Subsidiaries 401(k) Retirement Plan

Sponsored by Geosyntec Consultants, Inc · EIN 592355134 · Plan #002

Total assets
$455M
Net assets
$455M
Active participants
2,082
With balances
2,465

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
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024
Usi Advisors, Inc. CRD 108113 deterministic · 100% 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 $215,157
Usi Advisors, Inc. Investment advisory (plan), Direct payment from the plan $85,787
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0