Back to filter
Original filing (PDF)20241015140312NAL0056547538001
POSIGEN, INC.
Form 5500
FILING_RECEIVED
POSIGEN, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
~116 bps in Sched C fees
Active participants
500
Accounts w/ balance
782
Plan assets (EOY)
$12.5M
Net assets (EOY)
$12.5M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 116 bps in Schedule C fees — 300% above peer band of 29 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POSIGEN, INC..
Plan sponsor
Name
POSIGEN, INC.
EIN
46-1619706
Address
145 JAMES DRIVE E · STE 300 · SAINT ROSE, LA · 70087
Phone
(404) 337-4544
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WEGMANN DAZET
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $124K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EUGENE D. EBERSOLE | 26-3455785 | — | CONSULTANT | $21K | — |
Investments
1 pooled fund· $699K(6% of reported assets)
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | $699K | 5.6% |
Related plans
Other plans using ADP, INC.
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND
NATIONAL ELECTRICAL BENEFIT FUND
$20.4B · 343,794 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
$19.6B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
$12.7B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
RETIREMENT SECURITY PLAN
$11.5B · 56,128 participants
Similar-size Electrical Contractors plans
WILLE ELECTRIC SUPPLY COMPANY., INC.
WILLE ELECTRIC SUPPLY CO., INC. PROFIT SHARING 401(K) PLAN
$12.5M · 47 participants
BYRNE ELECTRICAL SPECIALISTS, INC.
BYRNE ELECTRICAL SPECIALISTS, INC. RETIREMENT SAVINGS PLAN
$12.5M · 551 participants
MICHIANA AREA ELECTRICAL WORKERS PLAN 4 TRUST
MICHIANA AREA ELECTRICAL WORKERS PLAN 4 TRUST
$12.5M · 1,282 participants
VOTAW ELECTRIC, INC.
VOTAW ELECTRIC, INC. EMPLOYEES' 401(K) PLAN
$12.5M · 133 participants
WELLINGTON POWER CORPORATION
WELLINGTON POWER CORPORATION 401(K) PLAN
$12.6M · 34 participants
SOUTH SIDE ELECTRIC, INC.
SOUTH SIDE ELECTRIC, INC. 401(K) AND PROFIT SHARING PLAN
$12.4M · 74 participants
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants