GENEOS WEALTH MANAGEMENT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
65
Active participants
23,800
Total plan assets
$744.2M
Filings (rows)
65
Direct comp
$701K
Indirect comp
$442K
SERVICES PROVIDED
Other32
Advisor / Consultant29
Broker4
Top plans served
All 65 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| GUARANTY BANCSHARES, INC. GUARANTY BANCSHARES, INC. ESOP W/401(K) PROVISIONS | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISOR | 492 | $60.9M | $11K |
| BOWERS AND KUBOTA CONSULTING BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN | WAIPAHU, HI | Other INVESTMENT/FINANCIAL ADVI | 284 | $59.5M | $15K |
| BOWERS AND KUBOTA CONSULTING BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN | WAIPAHU, HI | Other INVESTMENT/FINANCIAL ADVI | 266 | $49.4M | $15K |
| BRYAN HOSPITAL KEARNEY D.B.A. KEARNEY REGIONAL MEDICAL CENTER BRYAN HOSPITAL KEARNEY D.B.A. KEARNEY REGIONAL MEDICAL CENTER RETIREMENT PLAN | KEARNEY, NE | Advisor / Consultant INVESTMENT ADVISOR | 660 | $34.3M | $31K |
| LIFESPRING, INC. LIFESPRING EMPLOYEE INCENTIVE RETIREMENT PLAN | JEFFERSONVILLE, IN | Other NONE | 398 | $25.1M | $35K |
| LIFESPRING, INC. LIFESPRING EMPLOYEE INCENTIVE RETIREMENT PLAN | JEFFERSONVILLE, IN | Other NONE | 367 | $22.9M | $41K |
| BURD & FLETCHER COMPANY BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN | INDEPENDENCE, MO | Advisor / Consultant INVESTMENT ADVISOR | 391 | $22.9M | $20K |
| AVITA MEDICAL AMERICAS LLC AVITA MEDICAL AMERICAS LLC 401(K) PROFIT SHARING PLAN AND TRUST | VALENCIA, CA | Other SERVICE PROVIDER | 252 | $20.6M | $0 |
| LIFESPRING, INC. LIFESPRING EMPLOYEE INCENTIVE RETIREMENT PLAN | JEFFERSONVILLE, IN | Other NONE | 360 | $20.3M | $37K |
| BURD & FLETCHER COMPANY BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN | INDEPENDENCE, MO | Advisor / Consultant INVESTMENT ADVISOR | 411 | $19.9M | $30K |
| LAMB-STAR ENGINEERING, LLC LAMB-STAR ENGINEERING LLC 401(K) PROFIT SHARING PLAN | FRISCO, TX | Advisor / Consultant INVESTMENT ADVISOR | 126 | $17.0M | $0 |
| JHL CONSTRUCTORS LLC JHL CONSTRUCTORS, LLC PROFIT SHARING PLAN & TRUST | ENGLEWOOD, CO | Other SERVICE PROVIDER | 219 | $16.0M | $0 |
| AVITA MEDICAL AMERICAS LLC AVITA MEDICAL AMERICAS LLC 401(K) PROFIT SHARING PLAN AND TRUST | VALENCIA, CA | Other SERVICE PROVIDER | 193 | $14.6M | $0 |
| YOUTH FOR CHRIST/USA YOUTH FOR CHRIST/USA 403(B) RETIREMENT PLAN | ENGLEWOOD, CO | Other NONE | 218 | $13.2M | $31K |
| LDA MANAGEMENT COMPANY, INC. LDA MANAGEMENT COMPANY, INC. 401(K) PLAN | DALLAS, TX | Broker BROKER/ADVISER | 848 | $13.2M | $0 |
| LDA MANAGEMENT COMPANY, INC. LDA MANAGEMENT COMPANY, INC. 401(K) PLAN | DALLAS, TX | Broker BROKER/ADVISER | 557 | $13.0M | $0 |
| THE MAPP GROUP, LLC THE MAPP GROUP, LLC 401(K) PLAN | BATON ROUGE, LA | Advisor / Consultant INVESTMENT ADVISORY | 158 | $12.8M | $17K |
| GENERAL DISTRIBUTING COMPANY GENERAL DISTRIBUTING COMPANY 401(K) PROFIT SHARING PLAN | SALT LAKE CITY, UT | Advisor / Consultant BROKER/ADVISOR | 191 | $12.6M | $0 |
| ALA, LLC ALA, LLC 401(K) PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISORY | 87 | $12.6M | $0 |
| YOUTH FOR CHRIST/USA YOUTH FOR CHRIST/USA 403(B) RETIREMENT PLAN | ENGLEWOOD, CO | Other NONE | 240 | $11.8M | $26K |
| JHL ENTERPRISES, INC. JHL ENTERPRISES, INC. PROFIT SHARING PLAN & TRUST | ENGLEWOOD, CO | Other SERVICE PROVIDER | 220 | $11.7M | $0 |
| LDA MANAGEMENT COMPANY, INC. LDA MANAGEMENT COMPANY, INC. 401(K) PLAN | DALLAS, TX | Broker BROKER/ADVISER | 620 | $11.2M | $0 |
| AMERICAN SUBCONTRACTORS ASSOCIATION NORTH TEXAS CHAPTER ASA NORTH TEXAS MULTIPLE EMPLOYER 401(K) PLAN | GRANDE PRAIRIE, TX | Advisor / Consultant INVESTMENT ADVISOR | 850 | $11.1M | $21K |
| GENERAL DISTRIBUTING COMPANY GENERAL DISTRIBUTING COMPANY 401(K) PROFIT SHARING PLAN | SALT LAKE CITY, UT | Advisor / Consultant BROKER/ADVISOR | 175 | $10.1M | $0 |
| GULFSTREAM SERVICES INC. GULFSTREAM SERVICES 401K & PSP | HOUMA, LA | Advisor / Consultant ADVISOR | 125 | $9.9M | $0 |
| YOUTH FOR CHRIST/USA YOUTH FOR CHRIST/USA 403(B) RETIREMENT PLAN | ENGLEWOOD, CO | Other NONE | 230 | $9.7M | $28K |
| VIVANT BEHAVIORAL HOLDINGS LLC VIVANT BEHAVIORAL HOLDINGS 401(K) PLAN | PRESCOTT VALLEY, AZ | Advisor / Consultant INVESTMENT ADVISOR | 865 | $9.6M | $14K |
| FC DALLAS SOCCER, LLC FC DALLAS RETIREMENT PLAN | FRISCO, TX | Other OTHER SERVICES | 383 | $9.6M | $0 |
| VIVANT BEHAVIORAL HOLDINGS LLC VIVANT BEHAVIORAL HOLDINGS 401(K) PLAN | PRESCOTT VALLEY, AZ | Advisor / Consultant INVESTMENT ADVISOR | 845 | $9.1M | $13K |
| VIVANT BEHAVIORAL HOLDINGS LLC VIVANT BEHAVIORAL HOLDINGS 401(K) PLAN | PRESCOTT VALLEY, AZ | Advisor / Consultant INVESTMENT ADVISOR | 1,081 | $8.7M | $15K |
| IGNITION CREATIVE, LLC IGNITION CREATIVE, LLC 401(K) PLAN | LOS ANGELES, CA | Other INVESTMENT/FINANCIAL ADVI | 64 | $8.6M | $9K |
| IGNITION CREATIVE, LLC IGNITION CREATIVE, LLC 401(K) PLAN | LOS ANGELES, CA | Other INVESTMENT/FINANCIAL ADVI | 73 | $8.3M | $12K |
| SONORAN UNIVERSITY OF HEALTH SCI SONORAN UNIVERSITY OF HEALTH SCIENCES 401(K) PLAN | TEMPE, AZ | Other INVESTMENT/FINANCIAL ADVI | 199 | $8.3M | $28K |
| WISEDA CORPORATION WISEDA CORPORATION 401(K) PLAN | FORT WORTH, TX | Other INVESTMENT/FINANCIAL ADVI | 261 | $7.8M | $18K |
| WISEDA CORPORATION WISEDA CORPORATION 401(K) PLAN | FORT WORTH, TX | Other INVESTMENT/FINANCIAL ADVI | 245 | $7.3M | $17K |
| SONORAN UNIVERSITY OF HEALTH SCI SONORAN UNIVERSITY OF HEALTH SCIENCES 401(K) PLAN | TEMPE, AZ | Other INVESTMENT/FINANCIAL ADVI | 210 | $7.0M | $15K |
| HPM, INC. HPM CONTRACTING, INC. 401(K) PLAN | ENGLEWOOD, CO | Advisor / Consultant INVESTMENT ADVISORY | 107 | $6.7M | $0 |
| WISEDA CORPORATION WISEDA CORPORATION 401(K) PLAN | FORT WORTH, TX | Other INVESTMENT/FINANCIAL ADVI | 246 | $6.5M | $16K |
| DCA OUTDOOR, INC. DCA OUTDOOR, INC. 401(K) PLAN | KANSAS CITY, MO | Advisor / Consultant INVESTMENT ADVISORY - PLA | 433 | $6.3M | $8K |
| ALFWEAR, INC. KUHL RETIREMENT PLAN | SALT LAKE CITY, UT | Other OTHER | 188 | $6.3M | $0 |
| AMERICAN SUBCONTRACTORS ASSOCIATION NORTH TEXAS CHAPTER ASA NORTH TEXAS MULTIPLE EMPLOYER 401(K) PLAN | GRANDE PRAIRIE, TX | Advisor / Consultant INVESTMENT ADVISOR | 382 | $6.3M | $17K |
| AMERICAN SUBCONTRACTORS ASSOCIATION NORTH TEXAS CHAPTER ASA NORTH TEXAS MULTIPLE EMPLOYER 401(K) PLAN | GRANDE PRAIRIE, TX | Advisor / Consultant INVESTMENT ADVISOR | 298 | $6.1M | $22K |
| SONORAN UNIVERSITY OF HEALTH SCI SONORAN UNIVERSITY OF HEALTH SCIENCES 401(K) PLAN | TEMPE, AZ | Other INVESTMENT/FINANCIAL ADVI | 245 | $6.0M | $15K |
| SEQUEL YOUTH AND FAMILY SERVICES SEQUEL YOUTH AND FAMILY SERVICES 401(K) PLAN | HUNTSVILLE, AL | Advisor / Consultant INVESTMENT ADVISOR | 235 | $5.4M | $14K |
| DCA OUTDOOR, INC. DCA OUTDOOR, INC. 401(K) PLAN | KANSAS CITY, MO | Advisor / Consultant INVESTMENT ADVISORY - PL | 487 | $5.3M | $17K |
| C.C. YOUNG MEMORIAL HOME C.C. YOUNG RETIREMENT PLAN | DALLAS, TX | Other OTHER SERVICES | 630 | $4.9M | $0 |
| ETEKCITY CORPORATION ETEKCITY 401K PLAN | TUSTIN, CA | Other INVESTMENT/FINANCIAL ADVI | 126 | $4.8M | $10K |
| SOCIETY OF ST VINCENT DE PAUL COUNCIL OF LOS ANGELES SOCIETY OF ST VINCENT DE PAUL COUNCIL OF LOS ANGELES 403(B) PLAN | LOS ANGELES, CA | Advisor / Consultant ADVISOR | 103 | $4.7M | $9K |
| GRACENT, LLC GRACENT, LLC 401(K) PLAN | DES PLAINES, IL | Advisor / Consultant INVESTMENT ADVISORY | 361 | $4.5M | $0 |
| MARUCCI SPORTS, LLC MARUCCI SPORTS, LLC 401(K) PLAN | BATON ROUGE, LA | Other OTHER SERVICES | 300 | $4.4M | $0 |
| DICKEY'S BARBECUE RESTAURANTS, INC. DICKEY'S BARBECUE RESTAURANTS, INC. 401(K) PLAN | DALLAS, TX | Other SERVICE PROVIDER | 254 | $4.1M | $0 |
| SOCIETY OF ST VINCENT DE PAUL COUNCIL OF LOS ANGELES SOCIETY OF ST VINCENT DE PAUL COUNCIL OF LOS ANGELES 403(B) PLAN | LOS ANGELES, CA | Advisor / Consultant ADVISOR | 106 | $4.1M | $6K |
| C.C. YOUNG MEMORIAL HOME C.C. YOUNG RETIREMENT PLAN | DALLAS, TX | Other OTHER SERVICES | 552 | $4.1M | $0 |
| JOE'S KANSAS CITY BAR-B-QUE, INC. JOE'S KANSAS CITY BAR-B-QUE, INC. EMPLOYEE SAVINGS TRUST | KANSAS CITY, KS | Advisor / Consultant INVESTMENT ADVISOR | 159 | $4.1M | $9K |
| CHRYSLER WORLD, INC. CHRYSLER WORLD, INC. 401(K) RETIREMENT PLAN | ABRAMS, WI | Other NONE | 111 | $3.7M | $0 |
| GRACENT, LLC GRACENT, LLC 401(K) PLAN | DES PLAINES, IL | Advisor / Consultant INVESTMENT ADVISORY | 271 | $3.5M | $0 |
| SUCCESS FOODS MANAGEMENT GROUP LLC TORCHY'S TACOS 401(K) PLAN | AUSTIN, TX | Broker BROKER DEALER | 2,864 | $3.4M | $0 |
| CIMC INTERMODAL EQUIPMENT LLC CIMC INTERMODAL EQUIPMENT LLC 40 1(K) PROFIT SHARING PLAN & TRUST | SOUTH GATE, CA | Other INVESTMENT/FINANCIAL ADVI | 122 | $3.4M | $7K |
| SCHOOLCO INTERMEDIATE LLC SCHOOLCO INTERMEDIATE LLC 401(K) PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISOR | 249 | $3.2M | $12K |
| JOE'S KANSAS CITY BAR-B-QUE, INC. JOE'S KANSAS CITY BAR-B-QUE, INC. EMPLOYEE SAVINGS TRUST | KANSAS CITY, KS | Advisor / Consultant INVESTMENT ADVISOR | 142 | $3.2M | $11K |
| C.C. YOUNG MEMORIAL HOME C.C. YOUNG RETIREMENT PLAN | DALLAS, TX | Other OTHER SERVICES | 884 | $2.9M | $0 |
| SAGE COUNSELING, INC. SAGE COUNSELING 401(K) PLAN | MESA, AZ | Advisor / Consultant INVESTMENT ADVISOR | 110 | $2.2M | $14K |
| RAZZOO'S INC. RAZZOO'S 401(K) PLAN | ADDISON, TX | Other SHAREHOLDER SVC PROVIDER | 451 | $2.0M | $0 |
| PARRISH SECURITY GROUP PARRISH SECURITY SERVICES 401(K) PLAN | DALLAS, TX | Other INVESTMENT/FINANCIAL ADVI | 220 | $1.3M | $11K |
| BRYAN HOSPITAL KEARNEY D.B.A. KEARNEY REGIONAL MEDICAL CENTER BRYAN HOSPITAL KEARNEY D. B. A. KEARNEY REGIONAL MEDICAL CENTER RETIREMENT PLAN | KEARNEY, NE | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $8K |