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Original filing (PDF)20251030085938NAL0001883633001
GENESIS ADMINISTRATIVE SERVICES LLC
Form 5500
FILING_RECEIVED
GENESIS ADMINISTRATIVE SERVICES 401(K) PLAN #2
401(k) retirement plan
Active participants
14,565
Accounts w/ balance
3,739
Plan assets (EOY)
$85.5M
Net assets (EOY)
$85.5M
How this plan invests
This plan
16 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 26% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENESIS ADMINISTRATIVE SERVICES LLC.
Plan sponsor
Name
GENESIS ADMINISTRATIVE SERVICES LLC
EIN
30-0847166
Address
101 EAST STATE STREET · KENNETT SQUARE, PA · 19348
Phone
(610) 925-2000
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
007
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-30
Pension benefit codes
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
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $40K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | INVESTMENT ADVISOR | $56K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EISNERAMPER LLP | — | PITTSBURGH, PA | AUDITOR | $22K | — |
Investments
10 direct securities · 16 pooled funds· $94.4M(100% of reported assets)
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.
Common Collective Trust
$63.7M
15 holdings
Uncategorized
$12.5M
8 holdings
Pooled Separate Accounts
$8.9M
1 holding
Pooled Separate Account
$8.9M
1 holding
Mutual Funds
$330K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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 | — | — | — | $1.7M | 1.9% | |
| Notes receivable from participants maturity dates from 2024 to 2029 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $269K | 0.3% | |
| Vanguard Total International Stock Index Fund Admiral | — | — | — | $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% |
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