Pei/Genesis, Inc. Tax Deferral And Savings Plan
Sponsored by Pei/Genesis, Inc. · EIN 231327335 · Plan #001
- Total assets
- $36.1M
- Net assets
- $36.1M
- Active participants
- 394
- With balances
- 562
Plan year beginning 09/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $61,216 |
| Capfinancial Partners Llc | Investment advisory (plan) | $25,000 |