Plan Snapshot
- Plan Sponsor: Genera Corporation Dba Tyc Americas
- Sponsor EIN: 954333389
- Sponsor Address: 2800 SATURN STREET, BREA, CA, 92821
- Plan Type: 401(k)
- Total Participants: 185
- Total Assets: $13.3M
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 | 185 | $13.3M | $398,111 | $795,274 |
| 2023 | 130 | $12.8M | $326,353 | $649,385 |
| 2022 | 97 | $9.8M | $246,873 | $494,630 |
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 |
|---|---|---|---|---|
| JMM CPA | Auditor | — | — | $0 |
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 | $3,151,457 | — | -$19,225 | — | — |
| 2023 | $358,757 | — | -$10,239 | — | — |
| 2022 | -$11,002 | $1,792 | — | — | — |