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GENEVA PARTNERS LLC

EIN 68-0580610-investment management-Latest filing 2025
Plans
1
Retirement
1
$1.4M assets
Welfare
0
Participants
5
772 W MAIN ST - LAKE GENEVA, WI 531471835262-248-1350genevapartnersllc.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$1.4M - 5 part

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Retirement#001

GENEVA PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$1.4M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GENEVA PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST401k$1.4M52025
Retirement plans
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