Form 5500 Search

GENESIS ADVISORS

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
2
Active participants
84,366
Total plan assets
$27.0B
Filings (rows)
2
Direct comp
$1.9M
Indirect comp
$0

SERVICES PROVIDED

Other2

Top plans served

All 2 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
CHARLOTTE, NC
Other
NONE
38,548$14.6B$827K
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
CHARLOTTE, NC
Other
NONE
45,818$12.5B$1.1M
GENESIS ADVISORS — Form 5500 Service Provider Profile | Form 5500 Search