Plan Snapshot
- Plan Sponsor: Geneva Financial, LLC
- Sponsor EIN: 261589507
- Sponsor Address: 3155 SOUTH PRICE ROAD, CHANDLER, AZ, 85248
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 214
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 214 | $0 | $0 | $0 |
| 2024 | 229 | $0 | $0 | $0 |
| 2023 | 291 | $0 | $0 | $0 |
| 2022 | 287 | $0 | $0 | $0 |