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Original filing (PDF)20251009072733NAL0003711523001
GENESIS LABORATORY MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
PATHOLOGY & BILLING GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
109
Accounts w/ balance
176
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Templeton Global Bond R6 Variable Annuities - 352 Vanguard 500 Index Admiral Variable Annuities -" is 28% of plan.
Helping the score
- Below-peer total fees (36 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENESIS LABORATORY MANAGEMENT, LLC.
Plan sponsor
Name
GENESIS LABORATORY MANAGEMENT, LLC
EIN
26-3844242
Address
1912 ROUTE 35, SUITE 202 · OAKHURST, NJ · 07755
Phone
(732) 389-1530
Industry
Health Care & Social Assistancesee 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
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BELFINT, LYONS & SHULMAN, P.A
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. GROUP OF AMER. | 06-0974148 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER SMITH | 13-5674085 | PENNINGTON, NJ | INVESTMENT ADVISOR | $15K | — |
| EMPOWER ADVISORY GROUP, LLC | 06-0974148 | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEGER | $700 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH TPA SOLUTIONS LLC | 87-3632446 | MEDFORD, NJ | CONTRACT ADMIN | $3K | — |
Investments
23 direct securities · 1 pooled fund· $10.2M(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
$5.3M
23 holdings
Pooled Separate Account
$4.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INS. CO. · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $4.9M | 88.4% | |
| Templeton Global Bond R6 Variable Annuities - 352 Vanguard 500 Index Admiral Variable Annuities - | — | — | — | $1.5M | 26.5% | |
| American Funds Capital Income Builder Variable Annuities - | — | — | — | $975K | 17.6% | |
| JPMorgan US Government Money Market Variable Annuities - 308 Mass Mutual Blue Chip Growth Variable Annuities - | — | — | — | $429K | 7.7% | |
| Vanguard Small Cap Index Variable Annuities - | — | — | — | $324K | 5.9% | |
| Invesco International Diversified Variable Annuities - | — | — | — | $287K | 5.2% | |
| Hartford Midcap Variable Annuities - | — | — | — | $271K | 4.9% | |
| iShares MSCI EAFE International Index Variable Annuities - | — | — | — | $237K | 4.3% | |
| General Account Fixed Annuities - | — | — | — | $233K | 4.2% | |
| MFS Value Variable Annuities - | — | — | — | $202K | 3.7% | |
| Vanguard Mid Cap Index Admiral Variable Annuities - | — | — | — | $190K | 3.4% | |
| Various Maturities through 2028 * Participant Loans - | — | — | — | $170K | 3.1% | |
| Franklin Mutual Global Discovery Variable Annuities - | — | — | — | $87K | 1.6% | |
| MFS Government Securities Variable Annuities - | — | — | — | $69K | 1.2% | |
| Blackrock Total Return Variable Annuities - | — | — | — | $66K | 1.2% | |
| Invesco Small Cap Growth Variable Annuities - | — | — | — | $60K | 1.1% | |
| Vanguard Total Bond Market Index Variable Annuities - | — | — | — | $57K | 1.0% | |
| Franklin Small Cap Value Variable Annuities - | — | — | — | $42K | 0.8% | |
| American Funds Target Retirement 2060 Variable Annuities - | — | — | — | $34K | 0.6% | |
| American Funds Target Retirement 2040 Variable Annuities - | — | — | — | $24K | 0.4% | |
| Allspring Special Mid Cap Value Variable Annuities - | — | — | — | $21K | 0.4% | |
| American Funds American Balanced Variable Annuities - | — | — | — | $18K | 0.3% | |
| Hartford Balanced Income Variable Annuities - | — | — | — | $18K | 0.3% | |
| DFA Real Estate Securities Variable Annuities - | — | — | — | $14K | 0.3% |
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