RON W. Hagan signed Genesis Medical Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Genesis Medical Group's EIN is 81-4211994.
Download the official 2024 Form 5500 (PDF) for Genesis Medical Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Genesis Medical Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $10K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index 2035 K 24,261 Units | Other securities | — | — | $799K | 11.1% | |
| Fidelity 500 Index 1,939 Units | Common Collective Trusts | — | — | $781K | 10.9% | |
| Self-Directed Accounts TD Ameritrade Td Ameritrade SDB Securities | Self-Directed Brokerage | — | — | $612K | 8.5% | |
| Blackrock Lifepath Index 2050 K 8,694 Units | Other securities | — | — | $606K | 8.4% | |
| Blackrock Lifepath Index 2040 K 10,560 Units | Other securities | — | — | $516K | 7.2% | |
| Blackrock Lifepath Index 2045 K 10,523 Units | Other securities | — | — | $448K | 6.2% | |
| Fixed Annuity * Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund | Common Stocks | — | — | $360K | 5.0% | |
| Fidelity International Index 3,334 Units | Mutual Funds | — | — | $331K | 4.6% | |
| Fidelity Mid Cap Index 2,996 Units | Mutual Funds | — | — | $194K | 2.7% | |
| Blackrock Lifepath Index 2030 K 2,478 Units | Other securities | — | — | $138K | 1.9% | |
| Fidelity Large Cap Value Index 5,119 Units | Mutual Funds | — | — | $130K | 1.8% | |
| Fidelity Emerging Markets Index 4,979 Units | Mutual Funds | — | — | $130K | 1.8% | |
| Fidelity Large Cap Growth Index 1,764 Units | Mutual Funds | — | — | $120K | 1.7% | |
| American Funds American Funds Bond Fund of Amer R6 3,657 Units | Mutual Funds | — | — | $112K | 1.6% | |
| Fidelity US Bond Index 5,829 Units | Mutual Funds | — | — | $99K | 1.4% | |
| Fidelity Small Cap Index 1,855 Units | Mutual Funds | — | — | $97K | 1.4% | |
| Fidelity Advisor Stock Selector Sm Cp Z 1,327 Units | Mutual Funds | — | — | $91K | 1.3% | |
| Blackrock Lifepath Index 2055 K 1,403 Units | Other securities | — | — | $87K | 1.2% | |
| American Funds American Funds American Mutual R6 585 Units | Mutual Funds | — | — | $73K | 1.0% | |
| Fidelity Inflation Protected Bond Index 2,974 Units | Mutual Funds | — | — | $64K | 0.9% | |
| MFS Massachusetts Investor Gr Stk R6 721 Units | Mutual Funds | — | — | $52K | 0.7% | |
| Blackrock Lifepath Index 2060 K 720 Units | Other securities | — | — | $36K | 0.5% | |
| American Century American Century Real Estate R6 628 Units | Other securities | — | — | $33K | 0.5% | |
| TD Ameritrade Td Ameritrade SDB Sweep Program | Other securities | — | — | $33K | 0.5% | |
| American Century American Century Emerging Markets R6 778 Units | Other securities | — | — | $14K | 0.2% | |
| PGIM High-Yield R6 1,529 Units | Other securities | — | — | $12K | 0.2% | |
| Blackrock Lifepath Index 2065 K 179 Units | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| J P MORGAN BROKER-DEALER HOLDINGS | — | NEW YORK, NY | INVESTMENT ADVISOR | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAPORTE A PROFESSIONAL ACCOUNTING | — | METAIRIE, LA | AUDITOR | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROLAND CRISS & WILLIAMS INC DBA ROL | — | ARLINGTON, TX | OTHER | $8K | — |
