# Assetgenie, INC. 401(k) Plan
Source: https://planprovider.pro/companies/assetgenie-inc-401k-plan

> Assetgenie, INC.'s 401(k) plan: 256 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Assetgenie, INC.

- **Sponsor EIN:** 810681903

- **Sponsor Address:** 220 HUFF AVENUE, GREENSBURG, PA, 15601

- **Plan Type:** 401(k)

- **Total Participants:** 256

- **Total Assets:** $11.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|256|$11.0M|$570,206|$934,482|

| 2023|282|$9.8M|$550,169|$887,437|

| 2022|238|$7.0M|$500,292|$792,471|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| HAMILTON CAPITAL|INVESTMENT ADVISORY|$9,511|—|$9,511|

| H2R CPA|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [H2R CPA](https://planprovider.pro/provider/h2r-cpa) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $9,511

- **Estimated Expense Ratio:** 0.086% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$51,532|—|$51,532|—|—|

| 2023|$8,183|—|$8,183|—|—|

| 2022|$900|—|$900|—|—|

## Similar Plans

- [Iss Solutions, INC.](https://planprovider.pro/companies/iss-solutions-inc-401k-plan) — 307 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/assetgenie-inc-401k-plan)

© 2026 PlanProvider.Pro