What public Form 5500 filings show about the Elizabeth Morse Genius Foundation 401(k) plan — and how to find and check your own account.
Elizabeth Morse Genius Foundation (EIN 13-6115217) reports ELIZABETH MORSE GENIUS FOUNDATION RET. SVGS on its most recent Form 5500, with $2.7M in plan assets across 9 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Elizabeth Morse Genius Foundation filing — schedules, fees, and providers.
Elizabeth Morse Genius Foundation’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Elizabeth Morse Genius FoundationHR for the recordkeeper’s name and login.
