AUMdb

Genesis Group Homes 401(k) Retirement Plan

Sponsored by Genesis Group Homes, Inc. · EIN 721535037 · Plan #001

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

Plan year beginning 01/01/2025 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2025

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $602
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0

Filing history

Plan year Assets Participants Source
01/01/2025 $0 0 ack 20250716104158NAL0003062881001
01/01/2024 $2.8M 218 ack 20250716091317NAL0006457634001