Geo Foundation 403(b) Plan
Sponsored by Greater Educational Opportunities Foundation · EIN 954406881 · Plan #001
- Total assets
- $8.3M
- Net assets
- $8.3M
- Active participants
- 512
- With balances
- 497
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Ameriprise Financial Services, Inc | Insurance brokerage commissions | $0 |