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 profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $180 | — |
| NATIONAL FINANCIAL SERVICES |
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 | |||||
|---|---|---|---|---|---|---|
| HARBOR CAPITAL APPRECIATION CLASS 5 HARBOR · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $21.8M | 15.5% | |
| Vanguard | Mutual Funds | — | — | $18.1M | 12.9% | |
| Transamerica Life Insurance Company* | Common Stocks | — | — | $17.6M | 12.5% | |
| Diamond Hill | Other securities | — | — | $9.1M | 6.5% | |
| PIMCO | Mutual Funds | — | — | $7.5M | 5.4% | |
| PIMCO | Mutual Funds | — | — | $7.2M | 5.1% | |
| PIMCO | Mutual Funds | — | — | $5.8M | 4.1% | |
| PIMCO | Mutual Funds | — | — | $4.7M | 3.3% | |
| PIMCO | Mutual Funds | — | — | $4.6M | 3.3% | |
| PIMCO | Mutual Funds | — | — | $4.5M | 3.2% | |
| Vanguard | Mutual Funds | — | — | $4.3M | 3.1% | |
| American Funds | Mutual Funds | — | — | $4.3M | 3.1% | |
| PIMCO | Mutual Funds | — | — | $4.0M | 2.9% | |
| Vanguard | Mutual Funds | — | — | $3.4M | 2.4% | |
| PIMCO | Mutual Funds | — | — | $3.4M | 2.4% | |
| T. Rowe Price | Other securities | — | — | $3.2M | 2.3% | |
| Vanguard | Mutual Funds | — | — | $2.7M | 1.9% | |
| John Hancock | Other securities | — | — | $2.4M | 1.7% | |
| Transamerica Capital, Inc. | Common Stocks | — | — | $2.2M | 1.6% | |
| PIMCO | Mutual Funds | — | — | $1.9M | 1.3% | |
| Columbia | Other securities | — | — | $1.6M | 1.2% | |
| PIMCO | Mutual Funds | — | — | $1.5M | 1.1% | |
| Allspring | Other securities | — | — | $1.4M | 1.0% | |
| Vanguard | Mutual Funds | — | — | $1.1M | 0.8% | |
| T. Rowe Price | Other securities | — | — | $1.1M | 0.7% | |
| Charles Schwab Institutional | Mutual Funds | — | — | $426K | 0.3% | |
| Vanguard | Mutual Funds | — | — | $183K | 0.1% | |
| Transamerica Retirement Solutions, LLC* | Other securities | — | — | $145K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-3523567 |
| — |
| SECURITIES BROKER |
| $0 |
| — |
