Original filing (PDF)20231016095531NAL0025266995001

GENEIQ, LLC

Name: GENEIQ, LLC — GENEIQ 401(K) RETIREMENT PLAN, Form 5500 (2022)
Creator: GENEIQ, LLC

Form 5500-SF

FILING_RECEIVED

GENEIQ 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$215K

Net assets (EOY)

$215K

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENEIQ, LLC.

Plan sponsor

Name

GENEIQ, LLC

EIN

83-2522386

Address

5151 BELTLINE RD · SUITE 715 · DALLAS, TX · 75254

Phone

(972) 532-3130

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

2023-10-16

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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