Rosalie Acevedo signed Genova Burns LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Genova Burns LLC's EIN is 22-2940404.
Download the official 2024 Form 5500 (PDF) for Genova Burns LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Genova Burns LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 42-6755710 | — | INVESTMENT ADVISOR | $38K | — |
| NATIONWIDE LIFE INSURANCE CO | 31-4156830 | — | INVESTMENT MANAGER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANNED FINANCIAL PROGRAMS CO |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 22-1914735 |
| — |
| THIRD PARTY ADMINISTRATO |
| $4K |
| — |
