Back to filter
Original filing (PDF)20251014171547NAL0004630992001
GENESYS CONSULTING
Form 5500-SF
FILING_RECEIVED
GENESYS CONSULTING 401K PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$11.7M
Net assets (EOY)
$11.7M
Plan health score (directional)
89
/ 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
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENESYS CONSULTING.
Plan sponsor
Name
GENESYS CONSULTING
EIN
05-0520112
Address
1023 WATERMAN AVENUE · EAST PROVIDENCE, RI · 02914
Phone
(401) 351-0050
Industry
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Professional & Technical Services plans
INTRA EDGE, INC.
INTRA EDGE, INC. 401(K) PLAN
$11.7M · 474 participants
APPLIED TECHNOLOGIES, INC.
APPLIED TECHNOLOGIES, INC. 401(K) PLAN
$11.7M · 23 participants
NOTTINGHAM SPIRK DESIGN ASSOCIATES, INC.
NOTTINGHAM-SPIRK DESIGN ASSOCI 401 K PROFIT SHARING PLAN TRUST
$11.7M · 68 participants
ZECO SYSTEMS, INC.
ZECO SYSTEMS, INC. RETIREMENT PLAN
$11.7M · 201 participants
INFORMATION TECHNOLOGY INDUSTRY COUNCIL
I.T.I. 401(K) PLAN
$11.7M · 50 participants
TRIBALCO, LLC
TRIBALCO, LLC 401(K) PLAN
$11.7M · 193 participants
Large plans in Rhode Island
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
$19.0B · 51,062 participants
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS US BOND INDEX COMMINGLED POOL
$11.9B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2035 COMMINGLED POOL
$11.3B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2040 COMMINGLED POOL
$11.2B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM BLEND 2030 COMMINGLED POOL
$11.1B