How big is Geneva Partners LLC's plan?

Geneva Partners LLC's plan reported $1.2M in assets and 5 participants for 2024.

Original filing (PDF)20250430110031NAL0003697970001

Geneva Partners LLC

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

Form 5500-SF

FILING_RECEIVED

Geneva Partners LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Geneva Partners LLC's Geneva Partners LLC 401(k) Profit Sharing Plan & Trust held $1.2M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Steven Schwefel signed Geneva Partners LLC's 2024 Form 5500 as plan administrator.

Steven Schwefel — 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

Geneva Partners LLC's EIN is 68-0580610.

EIN 68-0580610

Plan number 001

Plan year 2024

ACK ID 20250430110031NAL0003697970001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Geneva Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

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

Vendor & structure

100

Helping the score