AUMdb

Genesis Healthcare System 401(k) Retirement Plan

Sponsored by Genesis Healthcare System · EIN 311480941 · Plan #003

Total assets
$75.4M
Net assets
$75.4M
Active participants
3,980
With balances
4,507

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 $115,251
Ubs Financial Services Inc Investment advisory (plan) $94,324
Prudential Retirement Insurance Participant communication $32,462
Rea & Associates Accounting $15,860
Nationwide Other fees $1,689