How big is The Genesis Fund's plan?

The Genesis Fund's plan reported $955K in assets and 9 participants for 2024.

Original filing (PDF)20250528092624NAL0006898433001

The Genesis Fund

Name: The Genesis Fund — The Genesis Fund 401(k) Profit, Form 5500 (2024)
Creator: The Genesis Fund
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Genesis Fund 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · The Genesis Fund's The Genesis Fund 401(k) Profit Sharing Plan & Trust held $955K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$955K

Net assets (EOY)

$955K

People on this filing

LIZA Fleming-IVES signed The Genesis Fund's 2024 Form 5500 as plan administrator.

LIZA Fleming-IVES — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Genesis Fund's EIN is 01-0461436.

EIN 01-0461436

Plan number 001

Plan year 2024

ACK ID 20250528092624NAL0006898433001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Genesis Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Genesis Fund's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE GENESIS FUND.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score