How big is Genesis Advisors, LLC's plan?

Genesis Advisors, LLC's plan reported $950K in assets and 3 participants for 2024.

Original filing (PDF)20250225134833NAL0018135776001

Genesis Advisors, LLC

Name: Genesis Advisors, LLC — Genesis Advisors, LLC 401(k), Form 5500 (2024)
Creator: Genesis Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Genesis Advisors, LLC 401(k) Plan

401(k) retirement plan · Genesis Advisors, LLC's Genesis Advisors, LLC 401(k) Plan held $950K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$950K

Net assets (EOY)

$950K

Plan identifiers

Genesis Advisors, LLC's EIN is 27-2691731.

EIN 27-2691731

Plan number 001

Plan year 2024

ACK ID 20250225134833NAL0018135776001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Genesis Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Genesis Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GENESIS ADVISORS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score