AUMdb

Genesys Industrial Corporation 401(k) Savings Plan

Sponsored by Genesys Industrial Corporation · EIN 431777852 · Plan #001

Total assets
$12.2M
Net assets
$12.2M
Active participants
77
With balances
121

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Creative Planning Investment advisory (participants), Investment advisory (plan), Investment management $60,362
Tpp Retirement Plan Specialists Llc Plan administrator, Recordkeeping, Recordkeeping fees $18,284