Genesis Administrative Services LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Genesis Administrative Services LLC
  • Sponsor EIN: 300847166
  • Sponsor Address: 101 EAST STATE STREET, KENNETT SQUARE, PA, 19348
  • Plan Type: 401(k)
  • Total Participants: 18,042
  • Total Assets: $981.4M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202418,042$981.4M$527,859$62.0M
202319,764$887.6M$0$59.8M
202214,027$780.4M$47,401$52.9M

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
EISNERAMPER LLPAuditor$0

Verified Provider Profiles

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

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$1,139,151$580,000$39,901
2023$991,845$580,000$380,095$22,575
2022$1,436,059$580,000$541,735$43,250

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