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Original filing (PDF)20250929100035NAL0015014483001
GENPACT, LLC
Form 5500
FILING_RECEIVED
GENPACT U. S. 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
5,783
Accounts w/ balance
6,487
Plan assets (EOY)
$602.3M
Net assets (EOY)
$602.3M
How this plan invests
This plan
13 pooled trusts
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Knocking points off
- 10 bps in Schedule C fees — 70% above peer band of 6 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENPACT, LLC.
Plan sponsor
Name
GENPACT, LLC
EIN
22-3658826
Address
521 FIFTH AVENUE · 14TH FLOOR · NEW YORK, NY · 10175
Phone
(203) 543-8345
Industry
Admin Support & Waste Mgmtsee 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
2025-09-29
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COHNREZNICK, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | RECORDKEEPER | $260K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS | 22-1862786 | — | INVEST ADVISOR | $267K | — |
| GOLDMAN SACHS | 22-1478099 | — | INVESTMENT ADVISORY | $86K | — |
Investments
9 direct securities · 13 pooled funds· $600.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$410.4M
13 holdings
Uncategorized
$130.5M
8 holdings
Mutual Funds
$59.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NORTHERN TRUST S&P 500 INDEX NORTHERN TRUST ASSET MANAGEMENT · EIN 45-6138589 / PN 001 | Common Collective Trust | — | — | $96.7M | 16.1% | |
| BLACKROCK LIFEPATH INDEX 2040 BLACKROCK INST'L TRUST COMPANY · EIN 82-3199119 / PN 001 | Common Collective Trust | — | — | $62.3M | 10.4% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth Fund | Mutual Funds | — | — | $59.8M | 9.9% | |
| BLACKROCK LIFEPATH INDEX 2045 BLACKROCK INST'L TRUST COMPANY · EIN 82-3214715 / PN 001 | Common Collective Trust | — | — | $57.5M | 9.6% | |
| BLACKROCK LIFEPATH INDEX 2035 BLACKROCK INST'L TRUST COMPANY · EIN 82-3182755 / PN 001 | Common Collective Trust | — | — | $41.1M | 6.8% | |
| BLACKROCK LIFEPATH INDEX 2050 BLACKROCK INST'L TRUST COMPANY · EIN 82-3226904 / PN 001 | Common Collective Trust | — | — | $38.6M | 6.4% | |
| Vanguard Total International Stock Index Fund | — | — | — | $36.7M | 6.1% | |
| Vanguard Extended Market Index Fund | — | — | — | $33.9M | 5.6% | |
| BLACKROCK LIFEPATH INDEX 2030 BLACKROCK INST'L TRUST COMPANY · EIN 82-3152218 / PN 001 | Common Collective Trust | — | — | $28.8M | 4.8% | |
| BLACKROCK LIFEPATH INDEX 2055 BLACKROCK INST'L TRUST COMPANY · EIN 82-3243273 / PN 001 | Common Collective Trust | — | — | $27.9M | 4.6% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $25.2M | 4.2% | |
| BLACKROCK LIFEPATH INDEX RET BLACKROCK INST'L TRUST COMPANY · EIN 82-3274988 / PN 001 | Common Collective Trust | — | — | $23.3M | 3.9% | |
| Dodge & Cox Dodge & Cox Stock Fund | — | — | — | $15.2M | 2.5% | |
| INVESCO STABLE VALUE TRUST INVESCO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $14.8M | 2.5% | |
| WELLINGTON CIF II SMID CAP RESEARCH WELLINGTON MANAGEMENT COMPANY LLP · EIN 04-6913417 / PN 129 | Common Collective Trust | — | — | $8.6M | 1.4% | |
| BLACKROCK LIFEPATH INDEX 2060 BLACKROCK INST'L TRUST COMPANY · EIN 82-3258496 / PN 001 | Common Collective Trust | — | — | $8.5M | 1.4% | |
| various dates, secured by participant account balances | — | — | — | $6.6M | 1.1% | |
| Dodge & Cox Dodge & Cox Income Fund | — | — | — | $6.6M | 1.1% | |
| American Funds American Funds EuroPacific Growth Fund | — | — | — | $4.8M | 0.8% | |
| BLACKROCK LIFEPATH INDEX 2065 BLACKROCK INST'L TRUST COMPANY · EIN 84-1787954 / PN 001 | Common Collective Trust | — | — | $2.1M | 0.3% | |
| PIMCO All Asset Fund | — | — | — | $1.4M | 0.2% | |
| BLACKROCK LIFEPATH INDEX 2025 BLACKROCK INST'L TRUST COMPANY · EIN 82-3142583 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |