Joseph Malas signed Genesis Health System's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Genesis Health System's EIN is 42-1418847.
Download the official 2023 Form 5500 (PDF) for Genesis Health System from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Genesis Health System's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $353K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORUM FINANCIAL MANAGEMENT LP | 38-3649535 | — | SECURITIES BROKER | $6K | — |
| CHARLES SCHWAB & CO., INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Harbor | Other securities | — | — | $52.4M | 15.2% | |
| Vanguard | Mutual Funds | — | — | $44.8M | 13.0% | |
| Transamerica Life Insurance Company* | Common Stocks | — | — | $37.9M | 11.0% | |
| Diamond Hill | Other securities | — | — | $22.5M | 6.5% | |
| Vanguard | Mutual Funds | — | — | $13.2M | 3.8% | |
| PIMCO | Mutual Funds | — | — | $12.7M | 3.7% | |
| PIMCO | Mutual Funds | — | — | $11.8M | 3.4% | |
| PIMCO | Mutual Funds | — | — | $11.0M | 3.2% | |
| American Funds | Mutual Funds | — | — | $10.9M | 3.2% | |
| PIMCO | Mutual Funds | — | — | $10.9M | 3.2% | |
| PIMCO | Mutual Funds | — | — | $10.5M | 3.0% | |
| PIMCO | Mutual Funds | — | — | $10.4M | 3.0% | |
| Vanguard | Mutual Funds | — | — | $10.2M | 3.0% | |
| Vanguard | Mutual Funds | — | — | $10.1M | 2.9% | |
| PIMCO | Mutual Funds | — | — | $9.7M | 2.8% | |
| PIMCO | Mutual Funds | — | — | $9.1M | 2.7% | |
| John Hancock | Other securities | — | — | $7.1M | 2.1% | |
| T. Rowe Price | Other securities | — | — | $6.8M | 2.0% | |
| PIMCO | Mutual Funds | — | — | $6.6M | 1.9% | |
| PIMCO | Mutual Funds | — | — | $5.7M | 1.6% | |
| Transamerica Capital, Inc. | Common Stocks | — | — | $5.5M | 1.6% | |
| Charles Schwab Institutional | Mutual Funds | — | — | $5.2M | 1.5% | |
| Columbia | Other securities | — | — | $4.7M | 1.4% | |
| Vanguard | Mutual Funds | — | — | $4.6M | 1.3% | |
| T. Rowe Price | Other securities | — | — | $4.5M | 1.3% | |
| Allspring | Other securities | — | — | $2.9M | 0.9% | |
| Transamerica Retirement Solutions, LLC* | Other securities | — | — | $2.8M | 0.8% | |
| Vanguard | Mutual Funds | — | — | $92K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 94-1737782 |
| — |
| SECURITIES BROKER |
| $2K |
| — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
