Geneva Capital Management — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Geneva Capital Management is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $711,427 and reported indirect compensation totals $670.
Reported compensation summary
- Reported direct compensation
- $711,427
- Reported indirect compensation
- $670
- Total reported compensation
- $712,097
- Filings
- 5
- Plan sponsors
- 5
- Plans
- 5
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Strand Associates, Inc. | WI | 1 | $272,598 |
| Board Of Trustees, Oregon Retail Employees Pension | OR | 1 | $207,687 |
| Belmark, Inc. | WI | 1 | $191,040 |
| Presbyterian Healthcare Services | NM | 1 | $34,642 |
| Houston Hospitals, Inc. | GA | 1 | $6,130 |
State footprint
Plans reporting Geneva Capital Management are sponsored in WI (2), GA (1), NM (1), OR (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Strand Associates, Inc. | Strand Associates, Inc. Employees Profit Sharing Trust | 2023 | $272,598 | not reported in the loaded dataset |
| Board Of Trustees, Oregon Retail Employees Pension | Oregon Retail Employees Pension Plan | 2023 | $207,687 | $0 |
| Belmark, Inc. | Belmark Employees' Retirement Savings Plan And Trust | 2023 | $191,040 | $0 |
| Presbyterian Healthcare Services | Presbyterian Healthcare Services Employees' Pension Plan Ii | 2023 | $33,972 | $670 |
| Houston Hospitals, Inc. | Houston Hospitals, Inc. Retirement Plan | 2023 | $6,130 | $0 |
Related Form 5500 pages
- Strand Associates, Inc. Employees Profit Sharing Trust (plan 002)
- Strand Associates, Inc. — all reported plans
- Oregon Retail Employees Pension Plan (plan 001)
- Board Of Trustees, Oregon Retail Employees Pension — all reported plans
- Belmark Employees' Retirement Savings Plan And Trust (plan 001)
- Belmark, Inc. — all reported plans
- Presbyterian Healthcare Services Employees' Pension Plan Ii (plan 004)
- Presbyterian Healthcare Services — all reported plans
- Houston Hospitals, Inc. Retirement Plan (plan 001)
- Houston Hospitals, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources