# Geneva Financial, LLC 401(k) Plan
Source: https://planprovider.pro/companies/geneva-financial-llc-261589507-501

> Geneva Financial, LLC's 401(k) plan: 214 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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