# The Geneva School Of Boerne 401(k) Plan
Source: https://planprovider.pro/companies/the-geneva-school-of-boerne-742903692-001

> The Geneva School Of Boerne's 401(k) plan: 114 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 Of Boerne

- **Sponsor EIN:** 742903692

- **Sponsor Address:** 113 CASCADE CAVERNS ROAD, BOERNE, TX, 78015

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

- **Plan Number:** 001

- **Total Participants:** 114

- **Total Assets:** $4.6M

## 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|114|$4.6M|$113,321|$260,401|

| 2023|108|$3.9M|$112,499|$261,569|

| 2022|116|$3.3M|$112,614|$263,388|

## 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|

| ADKF, P.C|Auditor|—|—|$0|

## 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|$26,930|$26,165|—|—|—|

| 2023|$22,854|$22,224|—|—|—|

| 2022|$18,719|$18,134|$585|—|—|

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