AUMdb

Genesis Research 401(k) Plan

Sponsored by Genesis Research Llc · EIN 272460647 · Plan #001

Total assets
$14.7M
Net assets
$14.7M
Active participants
176
With balances
176

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

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Vestwell Contract administrator, Investment advisory (plan), Investment management fees (direct) $18,967