Sponsor portfolio

GENEVA CAPITAL MANAGEMENT, LLC

EIN 39-1567956investment managementLatest filing 2024

Plans

Retirement

$2.8M assets

Welfare

Participants

411 E WISCONSIN AVE, SUITE 2320 - MILWAUKEE, WI 53202414-224-3335gcmltd.comLinkedIn11-50 employeesinvestment management

Plans on this EIN

1 filing

#001401k-$2.8M - 22 part

Plan deep-dives

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Retirement#001

GENEVA CAPITAL MANAGEMENT 401(K) PLAN

401k

Assets$2.8M

Participants22

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	GENEVA CAPITAL MANAGEMENT 401(K) PLAN	401k	$2.8M	22	2024

Retirement plans