Elizabeth Morse Genius Foundation — 401(k) plan profile
Winter Park, FL · From the plan's most recent public Form 5500 filing (EIN 136115217).
Plan details
| Plan name | Elizabeth Morse Genius Foundation Ret. Svgs |
| Plan sponsor | Elizabeth Morse Genius Foundation |
| Location | Winter Park, FL |
| Plan type | 401k |
| Recordkeeper (detected) | Subscribers only |
| Advisor firm (detected) | Subscribers only |
| TPA / administrator (detected) | Subscribers only |
Service providers named in the filing
This filing names 4 service providers. Provider names, the detected recordkeeper, advisor firm and TPA, this plan's Report Card, and where it ranks on switch likelihood are part of the subscription — $90/month after a 7-day trial, or $900/year. Published pricing, no demo required.
Unlock this plan See pricingIs this plan likely to switch providers this year?
The filing above tells you where this plan stood last year. The Change Predictor ranks every plan in the public Form 5500 corpus by the odds of a winnable provider change — trustee, custodian, recordkeeper or administrator — back-tested against the next year's filings — and watches live signals week by week. See where this plan ranks in your territory.
Start a 7-day trial — $90/monthFrequently asked questions
How large is the Elizabeth Morse Genius Foundation retirement plan?
Per its most recent public Form 5500 filing, the plan reports $3.3M in total assets across 13 participants. That is an average balance of roughly $256K per participant.
Who are the service providers on the Elizabeth Morse Genius Foundation plan?
The public filing names 4 service providers for this plan. Provider names, the detected recordkeeper, advisor firm and TPA, and where this plan ranks on switch likelihood are available to FiduciarySignal subscribers — $90 per month after a 7-day trial, or $900 per year.
Where does this data come from?
All facts on this page come from the plan's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Filings are published on a lag, so figures reflect the most recent filing year, not necessarily today.
Source: public U.S. Department of Labor EFAST2 Form 5500 filings. Provider detections are derived from filing text and may not reflect current relationships. Figures reflect the most recent filing year available, not necessarily today. FiduciarySignal is not affiliated with the DOL or any provider named above.