# Geneva Software, INC. 401(k) Plan
Source: https://planprovider.pro/companies/geneva-software-inc-401k-plan

> Geneva Software, INC.'s 401(k) plan: 71 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Geneva Software, INC.

- **Sponsor EIN:** 521703108

- **Sponsor Address:** 2121 COOPERATIVE WAY, SUITE 110, HERNDON, VA, 20171

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

- **Total Participants:** 71

- **Total Assets:** $22.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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.|

| 2024|71|$22.7M|$144,819|$761,916|

| 2023|84|$20.2M|$150,998|$793,498|

| 2022|86|$16.9M|$149,221|$791,825|

## 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|

| GALLAGHER BENEFIT SERVICES|INVESTMENT ADVISOR|$20,000|—|$20,000|

| CAPITAL GROUP RETIREMENT PLAN SERVI|RECORDKEEPER|$12,983|—|$12,983|

| GELMAN, ROSENBERG & FREEDMAN|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $32,983

- **Estimated Expense Ratio:** 0.145% of plan assets

### 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|$34,395|—|$34,395|—|—|

| 2023|$32,507|—|$32,507|—|—|

| 2022|$31,572|—|$31,572|—|—|

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