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

> Geneva Financial, LLC's 401(k) plan: 487 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:** 180 S. ARIZONA AVE, CHANDLER, AZ, 85225

- **Plan Type:** 401(k)

- **Total Participants:** 487

- **Total Assets:** $5.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|487|$5.3M|$0|$845,479|

| 2023|526|$4.8M|$0|$1.0M|

| 2022|491|$3.9M|$0|$1.4M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| RICHEY MAY & CO. LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RICHEY MAY & CO. LLP](https://planprovider.pro/provider/retirement-plan-consultants) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$16,498|—|$16,498|—|—|

| 2023|$19,460|—|—|—|—|

| 2022|$13,467|—|$13,467|—|—|

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