Genesis Medical Associates, Inc. 401(k) Profit Sharing Plan
Sponsored by Genesis Medical Associates, Inc. · EIN 251753321 · Plan #001
- Total assets
- $49.5M
- Net assets
- $49.5M
- Active participants
- 251
- With balances
- 319
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $68,067 |
| Capital Research And Management Co. | Recordkeeping fees | $21,338 |
| Dunbar, Bender & Zapf, Inc. | Contract administrator | $3,500 |