AUMdb

Genesee Education Consultant Svcs, Inc. 403 B

Sponsored by Genesee Education Consultant Services, Inc. · EIN 453742174 · Plan #001

Total assets
$3.2M
Net assets
$3.2M
Active participants
636
With balances
185

Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)

Linked investment advisers

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

Firm Match Plan year
Planmember Securities Corporation CRD 11869 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Plan Member Securities Corp Investment advisory (plan), Direct payment from the plan $18,394
Ascensus Llc Other commissions, Recordkeeping fees, Other fees $4,188