Plan Ledger DOL Form 5500 · updated monthly

Geovera Holdings, Inc.401(k)

GEOVERA HOLDINGS, INC. 401(K) PLAN · FAIRFIELD, CA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Geovera Holdings, Inc. reported $20,510 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $40,186 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 2 years on file its reported administrative ratio rose from 0.04% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,940th-largest of 9,483 plans among California employers on file, and the 1,816th of 4,798 in finance & insurance. In 2024, employees put in $1.52 for every $1.00 the employer contributed; active participation has shrunk from 124 to 24 since 2022.

Plan summary
Net assets, end of year$44,673,394
Participants with balances199
Active participants24
Employer contributions$964,467
Employee contributions$1,465,102
Employer contribution per active participant$40,186
Average account balance$224,489
Benefits paid to participants$2,091,270
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$44.7M · 199 accts · $964K emplr
2023$38.4M · 193 accts · $929K emplr
2022$34.5M · 206 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Investment management$37,622
Total administrative$20,510
The Geovera Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$40,186
Median for plans this size$2,416
2024$40,186 per active participant
2023$7,371 per active participant
2022$8,988 per active participant

Geovera Holdings, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$25,000
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$12,622
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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

Administrative cost history3
2024$20,510 · 0.05%
2023$11,006 · 0.03%
2022$14,952 · 0.04%
Same employer
Similar plansFinance & Insurance · California
Summit Funding, Inc. CA$45.7M · 0.25%
Keypoint Credit Union CA$45.4M · 0.22%
Imperial Capital, LLC CA$44.8M · 0.27%
Valley Strong Credit Union CA$44.7M · 0.04%
Plaza Home Mortgage, Inc. CA$44.1M · 0.23%
San Mateo Credit Union CA$43.6M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203251721 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.