Geneva Financial, Llc 401(k) Plan
Sponsored by Geneva Financial, Llc · EIN 261589507 · Plan #001
- Total assets
- $5.3M
- Net assets
- $5.3M
- Active participants
- 487
- With balances
- 161
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Proaccount | Investment advisory (participants) | $9,413 |
| Nationwide | Investment management, Shareholder servicing fees | $8,617 |
| Nationwide | Investment management, Shareholder servicing fees | $3,337 |
| Nationwide Retirement Plans | Investment management, Shareholder servicing fees | $1,148 |
| Lpl Financial Llc | Investment management, Shareholder servicing fees | $0 |
| Lpl Financial Llc | Investment management, Shareholder servicing fees | $0 |