How big is Genesis Wealth LLC's plan?

Genesis Wealth LLC's plan reported $122K in assets and 9 participants for 2024.

Original filing (PDF)20251014151209NAL0003247361001

Genesis Wealth LLC

Name: Genesis Wealth LLC — Partnerland LLC Employees', Form 5500 (2024)
Creator: Genesis Wealth LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Partnerland LLC Employees' Retirement Plan

401(k) retirement plan · Genesis Wealth LLC's Partnerland LLC Employees' Retirement Plan held $122K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$122K

Net assets (EOY)

$122K

Plan identifiers

Genesis Wealth LLC's EIN is 36-5088162.

EIN 36-5088162

Plan number 001

Plan year 2024

ACK ID 20251014151209NAL0003247361001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Genesis Wealth LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

GENESIS WEALTH LLC

EIN

all filings

Address

2655 WARRENVILLE RD STE 110 · DOWNERS GROVE, IL · 60515

Phone

(630) 716-3084

Industry

Finance & Insurance

Plan administrator