Geneva Software, Inc. 401(k) Retirement Plan
Sponsored by Geneva Software, Inc. · EIN 521703108 · Plan #001
- Total assets
- $22.7M
- Net assets
- $22.7M
- Active participants
- 71
- With balances
- 114
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gallagher Benefit Services | Investment advisory (plan) | $20,000 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $12,983 |
| Retirement Benefit Solutions | Contract administrator | $1,813 |