Genesis Healthcare System Tda Thrift Plan
Sponsored by Genesis Healthcare System · EIN 311480941 · Plan #007
- Total assets
- $158M
- Net assets
- $158M
- Active participants
- 2,557
- With balances
- 3,588
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
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 O | Recordkeeping fees | $360,103 |
| Ubs Financial Services | Investment advisory (plan) | $233,581 |
| Rea & Associates | Accounting | $15,130 |
| Nationwide | Other fees | $7,596 |
| Brighthouse Life Insurance Company | Contract administrator | $1,452 |