Geode Capital Management, Llc Retirement Plan
Sponsored by Geode Capital Management, Llc · EIN 043537967 · Plan #001
- Total assets
- $89.3M
- Net assets
- $89.3M
- Active participants
- 189
- With balances
- 254
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Qrga, Llp | Accounting | $17,450 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $13,896 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $625 |