AUMdb

Genon Energy Employee Savings Plan

Sponsored by Genon Services, Llc · EIN 562368220 · Plan #010

Total assets
$151M
Net assets
$151M
Active participants
54
With balances
343

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
Newport Capital Group, Llc CRD 144442 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Newport Capital Group Llc Investment advisory (plan) $100,624
Warren Averett Accounting $15,000
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$25,316