Plan Snapshot
- Plan Sponsor: Geneva Supply, INC.
- Sponsor EIN: 270992155
- Sponsor Address: 1501 E. WISCONSIN ST, DELEVAN, WI, 53115
- Plan Type: 401(k)
- Total Participants: 364
- Total Assets: $3.5M
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 | 364 | $3.5M | $286,306 | $512,321 |
| 2023 | 285 | $2.5M | $224,089 | $418,640 |
| 2022 | 220 | $1.3M | $188,683 | $332,097 |
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 |
|---|---|---|---|---|
| CHORTEK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHORTEK LLP — 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 | $5,694 | $4,500 | $1,194 | — | — |
| 2023 | $2,243 | — | $2,243 | — | — |
| 2022 | $775 | — | $775 | — | — |