Original filing (PDF)20231011143448NAL0060492306001

GENEDX HOLDINGS CORP.

Name: GENEDX HOLDINGS CORP. — SEMA4 401(K) PLAN, Form 5500 (2022)
Creator: GENEDX HOLDINGS CORP.

Form 5500

FILING_RECEIVED

SEMA4 401(K) PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

1,513

Accounts w/ balance

1,317

Plan assets (EOY)

$118.5M

Net assets (EOY)

$118.5M

How this plan invests

This plan

2 collective trusts

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)

/ 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

Total plan cost

100

Vendor stack

Participation health

100

Knocking points off

No recordkeeper disclosed on Schedule C.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Below-peer total fees (2 bps vs 10 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENEDX HOLDINGS CORP..

Plan sponsor

Name

GENEDX HOLDINGS CORP.

EIN

47-5349024

Address

333 LUDLOW ST, NORTH TOWER · 8TH FLOOR · STAMFORD, CT · 069026987

Phone

(475) 333-3741

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-11

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

COHNREZNICK LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$27K	—

Investments

2 pooled funds· $1.1M(1% 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.

Common Collective Trust

$830K

1 holding

Pooled Separate Account

$268K

1 holding

Investment	Type	Current value	% of plan
MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001	Common Collective Trust	$830K	0.7%
PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095	Pooled Separate Account	$268K	0.2%