How big is The Geneva School's plan?

The Geneva School's plan reported $6.8M in assets and 117 participants for 2024.

Original filing (PDF)20260306140421NAL0008248960001

The Geneva School

Name: The Geneva School — The Geneva School 401(k), Form 5500 (2024)
Creator: The Geneva School
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Geneva School 401(k) Retirement Plan

401(k) retirement plan · The Geneva School's The Geneva School 401(k) Retirement Plan held $6.8M in plan assets for 117 participants in 2024, with Empower as recordkeeper.

Active participants

117

Accounts w/ balance

116

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

People on this filing

BRAD Ryden signed The Geneva School's 2024 Form 5500 as plan administrator.

BRAD Ryden — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Geneva School's EIN is 59-3195482.

EIN 59-3195482

Plan number 001

Plan year 2024

ACK ID 20260306140421NAL0008248960001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Geneva School from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Geneva School's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE GENEVA SCHOOL.

Finding similar companies…

How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (87th percentile).

Plan sponsor

Name

THE GENEVA SCHOOL

EIN

all filings

Address

1775 SEMINOLA BOULEVARD · CASSELBERRY, FL · 32707

Phone

(321) 422-0228

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-03-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

DAVIS GROUP, P.A.

Trustee / custodian

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$38K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$6K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

35 direct securities· $6.8M(100% of reported assets)

Mutual Funds

$4.3M

21 holdings

Other securities

$1.3M

11 holdings

Common Collective Trusts

$1.2M

1 holding

Participant loans

$15K

1 holding

Bonds / Notes

$15K

1 holding

					% of plan
Vanguard Target Retirement 2040 Inv Mutual Funds	Mutual Funds	—	—	$1.5M	21.4%
Vanguard 500 Index Admiral Mutual Funds	Common Collective Trusts	—	—	$1.2M	17.7%
Vanguard Target Retirement 2050 Inv Mutual Funds	Mutual Funds	—	—	$670K	9.8%
T. Rowe Price Blue Chip Growth Adv Mutual Funds	Other securities	—	—	$482K	7.1%
Vanguard Target Retirement 2030 Inv Mutual Funds	Mutual Funds	—	—	$451K	6.6%
Key Guaranteed Portfolio Fund Fixed Annuities	Other securities	—	—	$260K	3.8%
Vanguard Target Retirement 2060 Inv Mutual Funds	Mutual Funds	—	—	$227K	3.3%
Vanguard Value Index Adm Mutual Funds	Mutual Funds	—	—	$211K	3.1%
Vanguard Target Retirement 2020 Inv Mutual Funds	Mutual Funds	—	—	$185K	2.7%
Vanguard Mid Cap Growth Inv Mutual Funds	Mutual Funds	—	—	$172K	2.5%
American Funds Capital World G/I R3 Mutual Funds	Mutual Funds	—	—	$167K	2.5%
American Funds Europacific Gr R3 Mutual Funds	Mutual Funds	—	—	$142K	2.1%
American Funds New World Fund - R3 Mutual Funds	Mutual Funds	—	—	$126K	1.8%
Vanguard Small Cap Index Adm Mutual Funds	Mutual Funds	—	—	$124K	1.8%
American Century Core Plus R5 Mutual Funds	Other securities	—	—	$123K	1.8%
T Rowe Price Financial Services I Mutual Funds	Mutual Funds	—	—	$114K	1.7%
Invesco Equity And Income R6 Mutual Funds	Mutual Funds	—	—	$74K	1.1%
Empower Securefoundation Balanced Svc Mutual Funds	Other securities	—	—	$72K	1.0%
Empower Multi Sector Bond Investor Mutual Funds	Other securities	—	—	$69K	1.0%
Delaware Small Cap Value A Mutual Funds	Other securities	—	—	$67K	1.0%
Blackrock High Yield Bond Portfolio K Mutual Funds	Other securities	—	—	$61K	0.9%
Vanguard Target Retirement 2045 Inv Mutual Funds	Mutual Funds	—	—	$60K	0.9%
American Beacon Intl Equity A Mutual Funds	Other securities	—	—	$40K	0.6%
Vanguard Target Retirement 2055 Inv Mutual Funds	Mutual Funds	—	—	$38K	0.6%
Principal Midcap S&P 400 Index R6 Mutual Funds	Other securities	—	—	$36K	0.5%
T. Rowe Price Real Estate Advisor Mutual Funds	Other securities	—	—	$35K	0.5%
Vanguard Target Retirement 2035 Inv Mutual Funds	Mutual Funds	—	—	$33K	0.5%
Vanguard Strategic Equity Inv Mutual Funds	Mutual Funds	—	—	$32K	0.5%
Fidelity Mid Cap Value Index Mutual Funds	Mutual Funds	—	—	$29K	0.4%
PARTICIPANT LOANS VARIOUS	Participant loans	—	$15K	$15K	0.2%
Participant Notes Receivable Interest Rate (5.75% to 9.5%)	Bonds / Notes	—	—	$15K	0.2%
Invesco Health Care R6 Mutual Funds	Mutual Funds	—	—	$15K	0.2%
Vanguard Target Retirement 2025 Inv Mutual Funds	Mutual Funds	—	—	$11K	0.2%
Clearbridge Small Cap Growth Is Mutual Funds	Other securities	—	—	$8K	0.1%
Vanguard Target Retirement 2065 Inv Mutual Funds	Mutual Funds	—	—	$7K	0.1%