Genesis Physicians 401(k) Plan
Sponsored by Genesis Healthcare System · EIN 311480941 · Plan #008
- Total assets
- $39.8M
- Net assets
- $39.8M
- Active participants
- 158
- With balances
- 197
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Participant communication | $71,546 |
| Ubs Financial Services Inc. | Investment advisory (plan) | $59,850 |
| Prudential Retirement Insurance And | Participant communication | $22,024 |
| Rea & Associates | Accounting | $10,577 |