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

Active participants

84,366

Total plan assets

$27.0B

Filings (rows)

Direct comp

$1.9M

Indirect comp

SERVICES PROVIDED

Investment manager2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Truist Financial Corporation Truist Financial Corporation Pension Plan · all filings	CHARLOTTE, NC	Investment manager	38,548	$14.6B	$827K	$0
Truist Financial Corporation Truist Financial Corporation Pension Plan · all filings	CHARLOTTE, NC	Investment manager	45,818	$12.5B	$1.1M	$0