GENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
38
Accounts w/ balance
56
Plan assets (EOY)
$14.4M
Net assets (EOY)
$14.4M
Plan health score
90
/ 100
Grade A
Top-tier plan health
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
64
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENEOS WEALTH MANAGEMENT, INC..
Plan sponsor
Name
GENEOS WEALTH MANAGEMENT, INC.
EIN
02-0580939
Address
9635 MAROON CIRCLE, SUITE 100 · ENGLEWOOD, CO · 80112
