Genesis Health System Retirement Savings Plan
Sponsored by Trinity Health Corporation · EIN 351443425 · Plan #010
- Total assets
- $361M
- Net assets
- $361M
- Active participants
- 4,699
- With balances
- 6,370
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Choreo, Llc CRD 111221 | deterministic · 100% | 2024 |
| Forum Financial Management, Lp CRD 145706 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $414,465 |
| Choreo Llc | Investment advisory (plan), Direct payment from the plan | $9,097 |
| Forum Financial Management Lp | Investment advisory (plan), Direct payment from the plan | $7,986 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $1,486 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |