Genesys Works 403 B Retirement Plan
Sponsored by Genesys Works · EIN 030440761 · Plan #001
- Total assets
- $3.9M
- Net assets
- $3.9M
- Active participants
- 844
- With balances
- 141
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners | Investment advisory (participants), Investment advisory (plan), Investment management | $19,583 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Participant communication | $1,122 |