Plans listing this provider
14
0.02% of the 56,420 plans with Schedule H financials; 10 in 2023
Providers › Geneos Wealth Management, Inc.
Geneos Wealth Management, Inc.
- Service provider, as named on Schedule C
- EIN 020580939
- Plan year 2024
- Direct compensation reported $118,149
Assets of those plans
$173,235,674
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
7
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$118,149
57% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 99 | Other fees | 12 |
| 49 | Other services | 9 |
| 50 | Direct payment from the plan | 8 |
| 15 | Recordkeeping and information management | 7 |
| 21 | Trustee (bank, trust company or similar) | 7 |
| 64 | Recordkeeping fees | 7 |
| 27 | Investment advisory (plan) | 3 |
| 17 | Consulting (pension) | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Bowers & Kubota Consulting 401(k) Profit Sharing & Retirement Planrecordkeeper | Bowers and Kubota Consulting | $59,522,370 | 340 | $14,972 |
| Avita Medical Americas LLC 401(k) Profit Sharing Plan and Trust | Avita Medical | $20,587,356 | 300 | $0 |
| Lamb-star Engineering LLC 401(k) Profit Sharing Plan | Lamb-star Engineering | $17,049,442 | 140 | $0 |
| FC Dallas Retirement Plan | FC Dallas Soccer | $14,104,076 | 205 | $0 |
| The Mapp Group, LLC 401(k) Plan | Mapp Group | $12,779,686 | 207 | $17,010 |
| Ignition Creative, LLC 401(k) Planrecordkeeper | Ignition Creative | $8,337,427 | 91 | $12,469 |
| Sonoran University of Health Sciences 401(k) Planrecordkeeper | Sonoran University of Health SCI | $8,305,350 | 219 | $27,864 |
| Wiseda Corporation 401(k) Planrecordkeeper | Wiseda | $7,766,407 | 222 | $18,128 |
| HPM Contracting, Inc. 401(k) Plan | HPM | $6,704,748 | 146 | $0 |
| Etekcity 401(k) Planrecordkeeper | Etekcity | $4,806,901 | 152 | $10,199 |
| Gracent, LLC 401(k) Plan | Gracent | $4,500,841 | 175 | $0 |
| Dickey's Barbecue Restaurants, Inc. 401(k) Plan | Dickey's Barbecue Restaurants | $4,141,274 | 189 | $0 |
| Cimc Intermodal Equipment LLC 40 1(k) Profit Sharing Plan & Trustrecordkeeper | Cimc Intermodal Equipment | $3,370,981 | 118 | $6,965 |
| Parrish Security Services 401(k) Planrecordkeeper | Parrish Security Group | $1,258,815 | 333 | $10,542 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.