Luetta Lynch signed Genesis Administrative Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Genesis Administrative Services LLC's EIN is 30-0847166.
Download the official 2024 Form 5500 (PDF) for Genesis Administrative Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Genesis Administrative Services LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | INVESTMENT ADVISOR | $56K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $11.6M | 13.6% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $11.3M | 13.2% | |
| PRUDENTIAL STABLE VALUE FUND PRUDENTIAL TRUST CO. · EIN 23-6994310 / PN 214 | Common Collective Trust | — | — | $9.7M | 11.3% | |
| JPMorgan Large Cap Growth R6 | Pooled Separate Accounts | — | — | $8.9M | 10.5% | |
| LCG / JP MORGAN INVST MGMT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $8.9M | 10.5% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $8.1M | 9.5% | |
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $6.2M | 7.2% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $5.3M | 6.3% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $4.9M | 5.7% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $3.7M | 4.3% | |
| THE VANGUARD TARGET RETIRE INC TRUS VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $3.4M | 3.9% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $2.1M | 2.4% | |
| BlackRock Total Return K | Other securities | — | — | $1.7M | 1.9% | |
| Notes receivable from participants maturity dates from 2024 to 2029 | Other securities | — | — | $1.5M | 1.8% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.5% | |
| Vanguard Mid-Cap Index Fund Institutional | Common Collective Trusts | — | — | $1.2M | 1.4% | |
| COLUMBIA TRUST DIVIDEND INCOME INST COLUMBIA FUNDS SERVICES, INC. · EIN 87-1854339 / PN 090 | Common Collective Trust | — | — | $1.2M | 1.4% | |
| Vanguard Small-Cap Index Fund Institutional | Common Collective Trusts | — | — | $823K | 1.0% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $760K | 0.9% | |
| MFS International Diversification Fund Class R6 | Mutual Funds | — | — | $581K | 0.7% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $474K | 0.6% | |
| Principal SmallCap Growth Fund I Class R-6 | Mutual Funds | — | — | $330K | 0.4% | |
| Vanguard Total Bond Market Index Fund Admiral | Common Collective Trusts | — | — | $269K | 0.3% | |
| Vanguard Total International Stock Index Fund Admiral | Common Collective Trusts | — | — | $195K | 0.2% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $57K | <0.1% | |
| THE VANGUARD TARGET RETIRE 2070 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EISNERAMPER LLP | — | PITTSBURGH, PA | AUDITOR | $22K | — |
