How big is Genisys Credit Union's plan?

Genisys Credit Union's plan reported $71.6M in assets and 559 participants for 2024.

Original filing (PDF)20250605132003NAL0020221584001

Genisys Credit Union

Name: Genisys Credit Union — Genisys Credit Union 401(k), Form 5500 (2024)
Creator: Genisys Credit Union
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Genisys Credit Union 401(k) Plan

401(k) retirement plan · Genisys Credit Union's Genisys Credit Union 401(k) Plan held $71.6M in plan assets for 559 participants in 2024, with Fidelity as recordkeeper.

Active participants

559

Accounts w/ balance

647

Plan assets (EOY)

$71.6M

Net assets (EOY)

$71.6M

People on this filing

Andria George signed Genisys Credit Union's 2024 Form 5500 as plan administrator.

Andria George — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Genisys Credit Union's EIN is 38-1445060.

EIN 38-1445060

Plan number 002

Plan year 2024

ACK ID 20250605132003NAL0020221584001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Genisys Credit Union from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Genisys Credit Union'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 GENISYS CREDIT UNION.

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How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

GENISYS CREDIT UNION

EIN

all filings

Address

2100 EXECUTIVE HILLS BLVD · AUBURN HILLS, MI · 48326

Phone

(248) 322-9800

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-05

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$67K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONE DIGITAL INVESTMENT ADVISORS LL	82-1434504	—	CONSULTANT	$40K	—
STRATEGIC ADVISORS, INC.

Investments

34 direct securities· $71.6M(100% of reported assets)

Mutual Funds

$60.2M

27 holdings

Common Collective Trusts

$9.9M

6 holdings

Other securities

$1.6M

1 holding

					% of plan
Fidelity Contrafund	Mutual Funds	—	—	$6.5M	9.0%
Fidelity 500 Index	Common Collective Trusts	—	—	$5.7M	7.9%
Vanguard Equity Income Fund Admiral Shares	Mutual Funds	—	—	$4.7M	6.6%
Fidelity Freedom Index 2030 Fund Investor Class	Mutual Funds	—	—	$4.4M	6.1%
Fidelity Freedom Index 2040 Fund Investor Class	Mutual Funds	—	—	$3.5M	4.9%
Fidelity Freedom Index 2070 Fund Investor Class * 491 Fidelity Government Money Market Fund Class K6	Mutual Funds	—	—	$3.5M	4.9%
Vanguard GL Wellington Fund Admiral Shares	Mutual Funds	—	—	$3.4M	4.8%
Fidelity Freedom Index 2045 Fund Investor Class	Mutual Funds	—	—	$3.4M	4.7%
PIMCO Income Fund Institutional Class	Mutual Funds	—	—	$3.2M	4.5%
Vanguard Wellesley Income Fund Admiral Shares	Mutual Funds	—	—	$2.9M	4.0%
Fidelity Freedom Index 2055 Fund Investor Class	Mutual Funds	—	—	$2.8M	4.0%
American Funds New Perspective Fund Class R-6	Mutual Funds	—	—	$2.5M	3.5%
Fidelity Freedom Index 2060 Fund Investor Class	Mutual Funds	—	—	$2.2M	3.0%
Vanguard Small Cap Index Fund Admiral Shares	Common Collective Trusts	—	—	$2.1M	2.9%
Fidelity Total Bond	Mutual Funds	—	—	$2.1M	2.9%
American Funds American Balanced Fund Class R-6	Mutual Funds	—	—	$2.0M	2.8%
Fidelity Freedom Index 2050 Fund Investor Class	Mutual Funds	—	—	$2.0M	2.8%
Vanguard International Growth Fund Admiral Shares	Mutual Funds	—	—	$1.8M	2.6%
Fidelity Freedom Index 2035 Fund Investor Class	Mutual Funds	—	—	$1.8M	2.5%
PRIMECAP Odyssey Aggressive Growth	Mutual Funds	—	—	$1.7M	2.3%
Fidelity Freedom Index 2025 Fund Investor Class	Mutual Funds	—	—	$1.6M	2.3%
Participants Participant notes receivable bearing interest at rates ranging from 4.25 to 9.50 percent -	Other securities	—	—	$1.6M	2.2%
Vanguard Mid-Cap Index Fund Admiral Shares	Common Collective Trusts	—	—	$1.4M	2.0%
Fidelity Freedom Index 2020 Fund Investor Class	Mutual Funds	—	—	$1.2M	1.6%
American Funds New World Class R-6	Mutual Funds	—	—	$788K	1.1%
Fidelity Freedom Index 2065 Fund Investor Class	Mutual Funds	—	—	$665K	0.9%
Fidelity Management Trust Company American Funds Small Cap World Class Fund Class R-6	Mutual Funds	—	—	$546K	0.8%
DFA International Sustainability Core 1	Mutual Funds	—	—	$430K	0.6%
DFA Inflation-Protected Securities Portfolio Institutional Class	Mutual Funds	—	—	$401K	0.6%
Vanguard Total International Bond Index Fund Admiral Shares	Common Collective Trusts	—	—	$321K	0.4%
Fidelity U.S. Sustainability Index Fund	Common Collective Trusts	—	—	$206K	0.3%
Vanguard Real Estate Index Fund Admiral Shares	Common Collective Trusts	—	—	$202K	0.3%
Fidelity Freedom Index Income IPR	Mutual Funds	—	—	$103K	0.1%
Fidelity Freedom Index 2015 Fund Investor Class	Mutual Funds	—	—	$33K	<0.1%