How big is Genvest Strategy Group LLC's plan?

Genvest Strategy Group LLC's plan reported $2.1M in assets and 5 participants for 2025.

Original filing (PDF)20260514074221NAL0010155024001

Genvest Strategy Group LLC

Name: Genvest Strategy Group LLC — Genvest Strategy Group, Form 5500 (2025)
Creator: Genvest Strategy Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Genvest Strategy Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Genvest Strategy Group LLC's Genvest Strategy Group LLC 401(k) Profit Sharing Plan & Trust held $2.1M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Suzanne Kitchen signed Genvest Strategy Group LLC's 2025 Form 5500 as plan administrator.

Suzanne Kitchen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Genvest Strategy Group LLC's EIN is 83-2777414.

EIN 83-2777414

Plan number 001

Plan year 2025

ACK ID 20260514074221NAL0010155024001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Genvest Strategy Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Genvest Strategy Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GENVEST STRATEGY GROUP LLC.

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Plan health score

Top-tier plan health

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

100

Helping the score