Genova Burns Llc 401(k)/Profit Sharing Plan
Sponsored by Genova Burns Llc · EIN 222940404 · Plan #001
- Total assets
- $15.8M
- Net assets
- $15.8M
- Active participants
- 104
- With balances
- 101
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Financial Network | Investment advisory (plan) | $38,114 |
| Nationwide Life Insurance Co | Investment advisory (participants), Investment advisory (plan), Investment management | $19,159 |
| Planned Financial Programs Co | Accounting, Contract administrator, Recordkeeping | $4,000 |