Suzanne Dennis signed Genus' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Genus' EIN is 39-1256773.
Download the official 2024 Form 5500 (PDF) for Genus from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Genus' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $107K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — | INVESTMENT/FINANCIAL ADVI | $65K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRP RET 2040 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $16.7M | 11.8% | |
| CLEARBRIDGE LARGE CAP GR IS | Registered Investment Companies | — | — | $14.5M | 10.3% | |
| TRP RET 2050 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $13.9M | 9.9% | |
| FID 500 IND | Registered Investment Companies | — | — | $13.6M | 9.7% | |
| TRP RET 2030 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $13.1M | 9.3% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $9.4M | 6.6% | |
| PUTNAM STABLE VALUE FUND 15 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $6.5M | 4.6% | |
| TRP RET 2045 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $5.8M | 4.1% | |
| TRP RET 2035 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $5.7M | 4.0% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $5.2M | 3.7% | |
| FID EXT MRKT INDEX | Registered Investment Companies | — | — | $4.1M | 2.9% | |
| TRP RET 2060 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $4.0M | 2.8% | |
| TRP RET 2055 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $3.9M | 2.8% | |
| TRP RET 2025 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $3.7M | 2.6% | |
| TRP RET 2015 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $3.2M | 2.3% | |
| TRP RET 2020 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $3.0M | 2.1% | |
| AMER BEACON SMCP VAL R5 | Registered Investment Companies | — | — | $2.7M | 1.9% | |
| FRANKLIN SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $2.2M | 1.6% | |
| INVESCO EQV EM MKTS ALL CAP R6 | Registered Investment Companies | — | — | $2.0M | 1.4% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $1.9M | 1.3% | |
| NUVEEN REAL ESTATE SEC R6 | Registered Investment Companies | — | — | $1.3M | 0.9% | |
| FID US BOND IND | Registered Investment Companies | — | — | $1.2M | 0.8% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $1.1M | 0.8% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $733K | 0.5% | |
| TRP RET 2065 TRUST A T ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $326K | 0.2% | |
| TRP RET 2010 TRUST A T, ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $292K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
