EVA Majercsik signed Genesys Cloud Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Genesys Cloud Services, Inc.'s EIN is 94-3120525.
Download the official 2024 Form 5500 (PDF) for Genesys Cloud Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Genesys Cloud Services, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), a self-directed brokerage window, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $243K | — |
| MORGAN STANLEY DOMESTIC HOLDINGS, |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund R6 1,405,301 shares | Other securities | — | $1.4M | $117.7M | 17.5% | |
| SS S&P 500 INDEX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 04-0025081 / PN 078 | Common Collective Trust | — | $3.7M | $96.8M | 14.4% | |
| T. Rowe Price Retirement 2045 Fund 1,268,699 shares | Other securities | — | $1.3M | $47.5M | 7.1% | |
| TRP RETIRE 2045 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $47.5M | 7.1% | |
| Self-Directed Brokerage Accounts Various | Self-Directed Brokerage | — | — | $41.8M | 6.2% | |
| T. Rowe Price Retirement 2035 Fund 1,219,837 shares | Other securities | — | $1.2M | $41.7M | 6.2% | |
| TRP RETIRE 2035 F T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $41.7M | 6.2% | |
| T. Rowe Price Retirement 2040 Fund 1,131,668 shares | Other securities | — | $1.1M | $41.1M | 6.1% | |
| TRP RETIRE 2040 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $41.1M | 6.1% | |
| T. Rowe Price Retirement 2050 Fund 1,081,715 shares | Other securities | — | $1.1M | $40.6M | 6.0% | |
| TRP RETIRE 2050 F T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $40.6M | 6.0% | |
| T. Rowe Price Retirement 2055 Fund 795,519 shares | Other securities | — | $796K | $29.9M | 4.4% | |
| TRP RETIRE 2055 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $29.9M | 4.4% | |
| T. Rowe Price Retirement 2030 Fund 846,743 shares | Other securities | — | $847K | $26.8M | 4.0% | |
| TRP RETIRE 2030 F T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $26.8M | 4.0% | |
| SCHRODER INTL ALPHA SEI TRUST COMPANY · EIN 46-4679164 / PN 072 | Common Collective Trust | — | $1.1M | $19.8M | 2.9% | |
| Fidelity Investment Grade Bond Fund 2,610,643 shares | Mutual Funds | — | $2.6M | $18.5M | 2.7% | |
| T. Rowe Price Retirement 2025 Fund 632,404 shares | Other securities | — | $632K | $18.4M | 2.7% | |
| TRP RETIRE 2025 F T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $18.4M | 2.7% | |
| Victory Sycamore Established Value Fund 379,018 shares | Other securities | — | $379K | $17.4M | 2.6% | |
| Columbia Dividend Income Fund 451,045 shares | Mutual Funds | — | $451K | $14.9M | 2.2% | |
| FullerThaler Behavioral Small-Cap Equity Fund R6 328,940 shares | Other securities | — | $329K | $14.8M | 2.2% | |
| Carillon Eagle Mid Cap Growth Fund 158,640 shares | Other securities | — | $159K | $12.2M | 1.8% | |
| T. Rowe Price Retirement 2060 Fund 471,970 shares | Other securities | — | $472K | $11.3M | 1.7% | |
| TRP RETIRE 2060 F T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $11.3M | 1.7% | |
| Money Market Fund *Fidelity Governmental Money Market Fund 10,617,861 shares | Mutual Funds | — | $10.6M | $10.6M | 1.6% | |
| State Street Global All Cap Equity ex-US Index 743,138 shares | Other securities | — | $743K | $10.4M | 1.5% | |
| SS GACEQ EXUS IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $10.4M | 1.5% | |
| State Street Russell Small/Mid Cap Index Securities- Lending Series Fund Class II 532,927 shares | Other securities | — | $533K | $9.8M | 1.5% | |
| SS RSL SMMDCP IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $9.8M | 1.5% | |
| Common Collective Trust Funds *Fidelity Managed Income Portfolio Class II 2.72% | Common Collective Trusts | — | — | $9.8M | 1.5% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $9.8M | 1.5% | |
| T. Rowe Price Retirement 2020 Fund 255,152 shares | Other securities | — | $255K | $6.8M | 1.0% | |
| TRP RETIRE 2020 F T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $6.8M | 1.0% | |
| SS US BOND INDX XIV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 477 | Common Collective Trust | — | $584K | $6.3M | 0.9% | |
| January 2025 to December 2034 | Other securities | — | — | $3.6M | 0.5% | |
| T. Rowe Price Retirement 2065 Fund 229,990 shares | Other securities | — | $230K | $3.5M | 0.5% | |
| TRP RETIRE 2065 F T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $3.5M | 0.5% | |
| BrandywineGLOBAL High Yield Fund Class A 41,278 shares | Other securities | — | $41K | $425K | <0.1% | |
| T. Rowe Price Retirement 2015 Fund 10,267 shares | Other securities | — | $10K | $251K | <0.1% | |
| TRP RETIRE 2015 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $251K | <0.1% | |
| Cohen & Steers Real Estate Securities Fund Class A 15,356 shares | Other securities | — | $15K | $246K | <0.1% | |
| T. Rowe Price Retirement 2005 Fund 1,754 shares | Other securities | — | $2K | $37K | <0.1% | |
| TRP RETIRE 2005 F T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $37K | <0.1% | |
| PIONEER LG CAP GR TR GREAT GRAY TRUST COMPANY · EIN 81-4278868 / PN 290 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 20-8764829 |
| — |
| INVESTMENT ADVISOR |
| $105K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | 44-0160260 | — | ACCOUNTANT/AUDITOR | $20K | — |
