Geneva Software, Inc. 401(k) Plan
What public Form 5500 filings show about the Geneva Software, Inc. 401(k) plan — and how to find and check your own account.
The Geneva Software, Inc. 401(k) on its latest Form 5500
Geneva Software, Inc. (EIN 52-1703108) reports GENEVA SOFTWARE, INC. 401(K) RETIREMENT PLAN on its most recent Form 5500, with $26.4M in plan assets across 74 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Geneva Software, Inc. filing — schedules, fees, and providers.
Who runs the Geneva Software, Inc. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Capital Group (American Funds), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Geneva Software, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): GALLAGHER BENEFIT SERVICES, RETIREMENT BENEFIT SOLUTIONS.
How to check your Geneva Software, Inc. 401(k)
- Log in to Capital Group (American Funds)’s participant portal (the site on your statements).
- Ask Geneva Software, Inc. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).