Genesis Corp. 401(k) Employees Savings Plan
Sponsored by Genesis Corp. · EIN 134041496 · Plan #001
- Total assets
- $43.3M
- Net assets
- $43.3M
- Active participants
- 1,426
- With balances
- 745
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 |
|---|---|---|
| Bleakley Financial Group, Llc CRD 318366 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bleakley Financial Group Llc | Investment advisory (plan) | $106,294 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $83,329 |