How big is The Geneseo Foundation, Inc.'s plan?

The Geneseo Foundation, Inc.'s plan reported $1.0M in assets and 2 participants for 2024.

Original filing (PDF)20250827093433NAL0016375440001

The Geneseo Foundation, Inc.

Name: The Geneseo Foundation, Inc. — Geneseo Foundation, Form 5500 (2024)
Creator: The Geneseo Foundation, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Geneseo Foundation Retirement Plan

403(b) retirement plan · The Geneseo Foundation, Inc.'s Geneseo Foundation Retirement Plan held $1.0M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Carolyn Campbell signed The Geneseo Foundation, Inc.'s 2024 Form 5500 as plan administrator.

Carolyn Campbell — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Geneseo Foundation, Inc.'s EIN is 23-7104179.

EIN 23-7104179

Plan number 001

Plan year 2024

ACK ID 20250827093433NAL0016375440001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Geneseo Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Geneseo Foundation, Inc.'s plan includes a 403(b) annuity.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

THE GENESEO FOUNDATION, INC.

EIN

all filings

Address

ONE COLLEGE CIRCLE · GENESEO, NY · 14454

Phone

(585) 245-5519

Industry

Educational Services

Plan administrator