AUMdb

Genesis Administrative Services 401(k) Plan #1

Sponsored by Genesis Administrative Services Llc · EIN 300847166 · Plan #006

Total assets
$981M
Net assets
$981M
Active participants
18,042
With balances
25,882

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
Capfinancial Partners, Llc CRD 175112 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Capfinancial Partners Llc Dba Captr Investment advisory (plan) $580,000
Empower Annuity Insurance Company O Recordkeeping fees $275,316
Eisneramper Llp Contract administrator $39,901