# Gen3 Marketing, LLC 401(k) Plan
Source: https://planprovider.pro/companies/gen3-marketing-llc-401k-plan

> Gen3 Marketing, LLC's 401(k) plan: 82 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gen3 Marketing, LLC

- **Sponsor EIN:** 205304445

- **Sponsor Address:** 960B HARVEST DRIVE - SUITE 210, BLUE BELL, PA, 19422

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

- **Total Participants:** 82

- **Total Assets:** $7.1M

## 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|82|$7.1M|$260,593|$470,266|

| 2023|92|$5.9M|$280,780|$441,029|

| 2022|105|$4.4M|$237,985|$398,937|

## 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|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$57,779|$31,985|$21,319|—|—|

| 2023|$53,360|$24,359|$18,286|—|—|

| 2022|$46,593|—|—|—|$46,593|

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