Anthony Macchia signed Genesis Engineers, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Genesis Engineers, Inc.'s EIN is 23-2883723.
Download the official 2024 Form 5500 (PDF) for Genesis Engineers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Genesis Engineers, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KT ADMINISTRATORS, LLC | 82-4086794 | — | TPA; RECORD-KEEPER | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Idx | Common Collective Trusts | — | — | $8.5M | 18.4% | |
| Fidelity Contrafund | Mutual Funds | — | — | $6.8M | 14.6% | |
| Hartford Dividend & Growth | Other securities | — | — | $5.3M | 11.3% | |
| Vanguard Sht-Term Inv-Grade | Mutual Funds | — | — | $3.6M | 7.7% | |
| Amer Funds EuroPac Growth | Other securities | — | — | $3.4M | 7.4% | |
| Schwab Small-Cap Index | Mutual Funds | — | — | $2.6M | 5.6% | |
| TRowe Price QMUS MidCap Core E | Mutual Funds | — | — | $2.5M | 5.3% | |
| Dodge & Cox Global Bond | Mutual Funds | — | — | $2.4M | 5.2% | |
| Hartford SmallCap Growth | Other securities | — | — | $1.8M | 3.9% | |
| Vanguard Emerging Mkt Stock | Mutual Funds | — | — | $1.7M | 3.6% | |
| TRowe Price Retirement 2040 | Mutual Funds | — | — | $765K | 1.6% | |
| Vanguard Growth Idx | Common Collective Trusts | — | — | $737K | 1.6% | |
| Vanguard Extended Mkt Idx | Common Collective Trusts | — | — | $727K | 1.6% | |
| Blackrock Strategic Income Opp | Other securities | — | — | $544K | 1.2% | |
| Janus Henderson Sml Cap Value | Mutual Funds | — | — | $513K | 1.1% | |
| Participant Loan | Participant loans | — | — | $504K | 1.1% | |
| Schwab Bank Savings MMDA | Mutual Funds | — | — | $499K | 1.1% | |
| Metro West Tot Return Bond | Other securities | — | — | $491K | 1.1% | |
| C & S Realty Shares | Other securities | — | — | $449K | 1.0% | |
| Vanguard Developed Mkts Idx | Common Collective Trusts | — | — | $413K | 0.9% | |
| TRowe Price Retirement 2030 | Mutual Funds | — | — | $412K | 0.9% | |
| TRowe Price Retirement 2050 | Mutual Funds | — | — | $404K | 0.9% | |
| TRowe Price Retirement 2035 | Mutual Funds | — | — | $397K | 0.9% | |
| Thornburg Strategic Income | Other securities | — | — | $316K | 0.7% | |
| TRowe Price Retirement 2060 | Mutual Funds | — | — | $195K | 0.4% | |
| TRowe Price Retirement 2045 | Mutual Funds | — | — | $181K | 0.4% | |
| Vanguard Ultra-Short Term Bond | Mutual Funds | — | — | $136K | 0.3% | |
| TRowe Price Retirement 2025 | Mutual Funds | — | — | $112K | 0.2% | |
| TRowe Price Retirement 2055 | Mutual Funds | — | — | $99K | 0.2% | |
| Schwab Cash | Mutual Funds | — | — | $69 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
