Charles Geitz signed Resurgens, P.C.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Resurgens, P.C.'s EIN is 58-1661116.
Download the official 2023 Form 5500 (PDF) for Resurgens, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Resurgens, P.C.'s plan includes a default investment (QDIA), ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $155K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC |
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.
| 33-0818667 |
| — |
| CONSULTANT |
| $29K |
| — |
| G W HENSSLER & ASSOCIATES LTD | 58-2189215 | — | ADVISOR | $19K | — |
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | CONSULTANT | $16K | — |
| HB WEALTH MANAGEMENT LLC | 87-2119854 | — | ADVISOR | $11K | — |
| CORIENT PRIVATE WEALTH LLC | 88-0967642 | — | ADVISOR | $10K | — |
| WAYPOINT WEALTH COUNSEL LLC | 46-5505628 | — | ADVISOR | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $1K | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
