Plan Snapshot
- Plan Sponsor: The Geneva Foundation
- Sponsor EIN: 911593913
- Sponsor Address: 950 BROADWAY, STE 307, TACOMA, WA, 984024437
- Plan Type: 403(b)
- Total Participants: 335
- Total Assets: $34.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 335 | $34.3M | $901,322 | $2.1M |
| 2023 | 379 | $34.3M | $921,504 | $2.2M |
| 2022 | 390 | $29.4M | $939,684 | $2.3M |
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 — 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 | $86,654 | $73,149 | — | — | — |
| 2023 | $1,092 | $11 | $1,081 | — | — |
| 2022 | — | — | — | — | — |