# The Geneva School 401(k) Plan
Source: https://planprovider.pro/companies/the-geneva-school-593195482-001

> The Geneva School's 401(k) plan: 117 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Geneva School

- **Sponsor EIN:** 593195482

- **Sponsor Address:** 1775 SEMINOLA BOULEVARD, CASSELBERRY, FL, 32707

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

- **Plan Number:** 001

- **Total Participants:** 117

- **Total Assets:** $6.8M

## 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:** Yes

## Plan Financials by Year

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

| 2024|117|$6.8M|$102,022|$477,664|

| 2023|123|$5.9M|$89,238|$448,848|

| 2022|117|$4.9M|$77,441|$408,122|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|Recordkeeper|$38,079|—|$38,079|

| PRINCIPAL SECURITIES INC|Investment Advisor|—|$19,528|$19,528|

| EMPOWER ADVISORY GROUP, LLC|Investment Advisor|$5,939|—|$5,939|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $63,546

- **Estimated Expense Ratio:** 0.932% 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|$45,253|$5,939|—|—|—|

| 2023|$35,581|$4,016|—|—|—|

| 2022|$31,792|$4,082|$27,710|—|—|

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