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GENETICS & IVF INSTITUTE, INC. — GENETICS & IVF INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251015171853NAL0002694995001
GENETICS & IVF INSTITUTE, INC.
Form 5500
FILING_RECEIVED
GENETICS & IVF INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 1
100% in single holding
Active participants
85
Accounts w/ balance
335
Plan assets (EOY)
$9.4M
Net assets (EOY)
$9.4M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GENETICS & IVF INSTITUTE, INC.
.
Find decision makers
Plan sponsor
Name
GENETICS & IVF INSTITUTE, INC.
EIN
54-1296887
Address
3015 WILLIAMS ROAD · FAIRFAX, VA · 22031
Phone
(703) 698-7355
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Name
GENETICS & IVF INSTITUTE, INC.
EIN
54-1296887
City
FAIRFAX, VA
Phone
(703) 698-7355
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2O · ESOP (non-leveraged)
2I · Stock bonus
2K · 401(m) arrangement
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $9.4M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
Fidelity Treasury Portfolio ! Money Market Treasury
—
—
$9.4M
$9.4M
99.6%
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Knocking points off
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Helping the score
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