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Original filing (PDF)20251010084355NAL0007819537001
GENESIS CORP.
Form 5500
FILING_RECEIVED
GENESIS CORP. 401(K) EMPLOYEES SAVINGS PLAN
401(k) retirement plan
Active participants
1,426
Accounts w/ balance
745
Plan assets (EOY)
$43.3M
Net assets (EOY)
$43.3M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
80
Knocking points off
- 44 bps in Schedule C fees — 51% above peer band of 29 bps.
- 52% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENESIS CORP..
Plan sponsor
Name
GENESIS CORP.
EIN
13-4041496
Address
950 THIRD AVENUE, 26TH FLOOR · NEW YORK, NY · 10022
Phone
(212) 688-5522
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
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $83K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLEAKLEY FINANCIAL GROUP LLC | 47-2523848 | — | ADVISOR | $106K | — |
Investments
29 direct securities · 1 pooled fund· $45.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$43.3M
29 holdings
Common Collective Trust
$1.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm | — | — | — | $6.5M | 14.9% | |
| Vanguard Target Ret 2040 | — | — | — | $4.5M | 10.4% | |
| Vanguard Target Ret 2035 | — | — | — | $3.8M | 8.9% | |
| Vanguard Target Ret 2030 | — | — | — | $3.4M | 7.9% | |
| Vanguard Target Ret 2050 | — | — | — | $2.6M | 6.0% | |
| American Funds Amcap R6 | — | — | — | $2.5M | 5.7% | |
| Vanguard Midcap Idx Adm | — | — | — | $2.2M | 5.0% | |
| Vanguard Target Ret 2025 | — | — | — | $2.1M | 5.0% | |
| Vanguard Target Ret 2045 | — | — | — | $1.9M | 4.4% | |
| MELLON STABLE VAL M THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 000 | Common Collective Trust | — | — | $1.7M | 3.9% | |
| Mellon Stable Value | — | — | — | $1.6M | 3.7% | |
| Vanguard Target Ret 2060 | — | — | — | $1.4M | 3.2% | |
| Vanguard Target Ret 2020 | — | — | — | $1.3M | 3.0% | |
| Fidelity Balanced | — | — | — | $1.3M | 3.0% | |
| Vanguard Value Idx Adm | — | — | — | $1.3M | 2.9% | |
| Vanguard Sm Cap Idx Adm | — | — | — | $1.2M | 2.7% | |
| Vanguard Target Ret 2055 | — | — | — | $1.1M | 2.5% | |
| Mfs Mid Cap Value R4 | — | — | — | $694K | 1.6% | |
| Mfs Intl Divrsn R4 | — | — | — | $647K | 1.5% | |
| Invs Global Y | — | — | — | $563K | 1.3% | |
| Vanguard Intm Inv Gr Adm | — | — | — | $466K | 1.1% | |
| Fidelity Treasury Money Market | — | — | — | $450K | 1.0% | |
| Vanguard Target Ret Inc | — | — | — | $372K | 0.9% | |
| Baron Small Cap R6 | — | — | — | $333K | 0.8% | |
| Vanguard Real Est Idx Adm | — | — | — | $308K | 0.7% | |
| Dodge & Cox International Stock | — | — | — | $287K | 0.7% | |
| JP Morgan Govt Bond I | — | — | — | $260K | 0.6% | |
| Participant loans | — | — | — | $203K | 0.5% | |
| Pimco Com Real Ret I | — | — | — | $109K | 0.3% | |
| Templeton Global Bond Adv | — | — | — | $66K | 0.2% |
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