AUMdb

Genova Diagnostics 401(k) Profit Sharing Plan

Sponsored by Genova Diagnostics, Inc · EIN 561565047 · Plan #001

Total assets
$21.7M
Net assets
$21.7M
Active participants
250
With balances
364

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Valic Retirement Services Company Custodial (securities), Investment advisory (participants), Investment management $60,049
Merrill Lynch Pierce Fenner & Smith Investment advisory (plan) $31,500
Empower Annuity Insurance Company Recordkeeping fees $18,605