Joanne Dempster signed Genesys Works' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Genesys Works' EIN is 03-0440761.
Download the official 2024 Form 5500 (PDF) for Genesys Works from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Genesys Works' plan includes ERISA 404(c) participant direction, a 403(b) annuity, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | NONE | $20K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $3.8M | 97.3% | |
| T. Rowe Price T. Rowe Price Retirement 2050 (I Class) | Other securities | — | — | $572K | 14.7% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $571K | 14.7% | |
| T. Rowe Price T. Rowe Price Retirement 2040 (I Class) | Other securities | — | — | $512K | 13.2% | |
| T. Rowe Price T. Rowe Price Retirement 2055 (I Class) | Other securities | — | — | $441K | 11.4% | |
| T. Rowe Price T. Rowe Price Retirement 2030 (I Class) | Other securities | — | — | $316K | 8.1% | |
| T. Rowe Price T. Rowe Price Retirement 2060 (I Class) | Other securities | — | — | $255K | 6.6% | |
| T. Rowe Price T. Rowe Price Retirement 2045 (I Class) | Other securities | — | — | $188K | 4.8% | |
| T. Rowe Price T. Rowe Price Retirement 2020 (I Class) | Other securities | — | — | $119K | 3.1% | |
| T. Rowe Price T. Rowe Price Retirement 2035 (I Class) | Other securities | — | — | $105K | 2.7% | |
| T. Rowe Price T. Rowe Price Retirement 2065 (I Class) | Other securities | — | — | $98K | 2.5% | |
| American United Life Insurance Co Insurance Contract | Common Stocks | — | — | $98K | 2.5% | |
| Fidelity Midcap Index | Mutual Funds | — | — | $88K | 2.3% | |
| American Century American Century Ultra R6 | Other securities | — | — | $56K | 1.4% | |
| American Funds American Funds Washington Mutual R6 | Mutual Funds | — | — | $41K | 1.0% | |
| Fidelity Adv Small Cap Value Z | Mutual Funds | — | — | $38K | 1.0% | |
| Fidelity Adv Total Bond Z | Mutual Funds | — | — | $38K | 1.0% | |
| PRINCIPAL CORE FIXED INC R6 MUTUAL FUND SHARES 0 | Common Stocks | — | — | $37K | 0.9% | |
| Janus Henderson Jan Hen Triton N | Mutual Funds | — | — | $36K | 0.9% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $33K | 0.9% | |
| American Funds American Funds Mutual R6 | Mutual Funds | — | — | $31K | 0.8% | |
| Prudential PGIM High Yield R6 | Other securities | — | — | $27K | 0.7% | |
| Federated Fed Herm Mdt SM Cap Core R6 | Other securities | — | — | $26K | 0.7% | |
| Goldman Sachs Goldman Sachs International Equity R6 | Other securities | — | — | $23K | 0.6% | |
| MFS International Growth R6 | Mutual Funds | — | — | $23K | 0.6% | |
| Deutsche Real Estate Securities R6 | Other securities | — | — | $22K | 0.6% | |
| American Funds American Funds American Balanced R6 | Mutual Funds | — | — | $22K | 0.6% | |
| Fidelity Total Intl Index | Mutual Funds | — | — | $20K | 0.5% | |
| PIMCO Commodity Real Return Strategy I | Mutual Funds | — | — | $15K | 0.4% | |
| Participants Participant Loans Rates at 6.50% - | Bonds / Notes | — | — | $9K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2025 (I Class) | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
