Richard Tatum signed Genesis Research LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Genesis Research LLC's EIN is 27-2460647.
Download the official 2024 Form 5500 (PDF) for Genesis Research LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Genesis Research LLC's plan includes 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 |
|---|---|---|---|---|---|
| VESTWELL | 81-3062212 | NEW YORK, NY | RECORDKEEPER | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $14.6M | 99.4% |
