Back to filter
Original filing (PDF)20260101050231NAL0000375360001
GENESIS ENGINEERING SOLUTIONS, I
Form 5500
FILING_RECEIVED
GENESIS ENGINEERING SOLUTIONS, INC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
Late filing · 1.5 mo
Active participants
150
Accounts w/ balance
217
Plan assets (EOY)
$31.6M
Net assets (EOY)
$31.6M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
94
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.5 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENESIS ENGINEERING SOLUTIONS, I.
Plan sponsor
Name
GENESIS ENGINEERING SOLUTIONS, I
EIN
04-3651329
Address
4501 BOSTON WAY · LANHAM, MD · 20706
Phone
(240) 582-3537
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-01-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | RECORD KEEPR | $29K | — |
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
Investments
26 direct securities· $31.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $4.6M | 14.4% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $4.3M | 13.6% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $3.3M | 10.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $3.1M | 9.9% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $2.1M | 6.5% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $1.8M | 5.8% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.6M | 5.2% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.6M | 5.0% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.5M | 4.7% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.5M | 4.6% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.2M | 3.9% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $836K | 2.6% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $623K | 2.0% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $448K | 1.4% | |
| VANGUARD ST INPRO SEC IND ADM | Registered Investment Companies | — | — | $443K | 1.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $369K | 1.2% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $358K | 1.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $331K | 1.0% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $303K | 1.0% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $299K | 0.9% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $202K | 0.6% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $153K | 0.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $149K | 0.5% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $129K | 0.4% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $100K | 0.3% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $4K | <0.1% |