Plan Ledger DOL Form 5500 · updated monthly

Geneva Software, Inc.401(k)

GENEVA SOFTWARE, INC. 401(K) RETIREMENT PLAN · HERNDON, VA · plan year 2025

Reported admin expense ratio · 2025
0.13%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Geneva Software, Inc. reported $33,040 in plan administrative expenses for 2025: 0.13% of average plan assets, below the peer median. Employer contributions averaged $1,788 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.17% to 0.13%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 813th-largest of 2,266 plans among Virginia employers on file, and the 4,576th of 11,654 in professional & technical services. In 2025, employees put in $6.05 for every $1.00 the employer contributed; active participation has shrunk from 86 to 74 since 2022.

Plan summary
Net assets, end of year$26,372,345
Participants with balances127
Active participants74
Employer contributions$132,293
Employee contributions$800,988
Employer contribution per active participant$1,788
Average account balance$207,656
Benefits paid to participants$978,477
Plan auditUnmodified (clean) audit opinion
AuditorGELMAN, ROSENBERG & FREEDMAN
Plan history4
Yearassets · accounts · employer contribution
2025$26.4M · 127 accts · $132K emplr
2024$22.7M · 114 accts · $145K emplr
2023$20.2M · 137 accts · $151K emplr
2022$16.9M · 122 accts · $149K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$33,040
Total administrative$33,040
The Geneva Software, Inc. 401(k) match · 2025
Employer contribution per active participant$1,788
Median for plans this size$2,666
2025$1,788 per active participant
2024$2,040 per active participant
2023$1,798 per active participant
2022$1,735 per active participant

Geneva Software, Inc.'s 2025 employer contribution ran below the $2,666 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
GALLAGHER BENEFIT SERVICES · Investment advisory (plan)$20,000
CAPITAL GROUP RETIREMENT PLAN SERVI$10,778
RETIREMENT BENEFIT SOLUTIONS · Contract administrator$2,662

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$33,040 · 0.13%
2024$34,395 · 0.16%
2023$32,507 · 0.18%
2022$31,572 · 0.17%
Similar plansProfessional & Technical Services · Virginia
Lts VA$26.8M · 0.39%
Envisioneering, Inc. VA$26.3M · 0.29%
Anavation LLC VA$26.3M · 0.02%
GP3 Partners, LLC VA$26.3M · 0.25%
Prism Maritime, LLC VA$26.2M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521703108 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.