Genesis Medical Group 401(k) Profit Sharing Plan
Sponsored by Genesis Medical Group · EIN 814211994 · Plan #002
- Total assets
- $7.2M
- Net assets
- $7.2M
- Active participants
- 243
- With balances
- 140
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| J P Morgan Broker Dealer Holdings | Investment advisory (plan) | $30,405 |
| Laporte A Professional Accounting | Accounting | $20,837 |
| Empower Annuity Insurance Company | Recordkeeping fees | $10,038 |
| Roland Criss & Williams Inc Dba Rol | Other fees | $7,905 |
| Empower Advisory Group, Llc | Investment management | $5,694 |