Plan Snapshot
- Plan Sponsor: Genesis Alkali, LLC
- Sponsor EIN: 472173866
- Sponsor Address: 1735 MARKET STREET, PHILADELPHIA, PA, 19103
- Plan Type: DB
- Total Participants: 645
- Total Assets: $49.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 645 | $49.4M | $5.1M | $0 |
| 2023 | 664 | $42.2M | $7.4M | $0 |
| 2022 | 583 | $32.8M | $3.2M | $0 |
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 |
|---|---|---|---|---|
| MCCONNELL & JONES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCCONNELL & JONES, LLP — 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 | $130,585 | $84,228 | — | — | — |
| 2023 | $107,285 | $71,523 | — | — | — |
| 2022 | $93,904 | $70,485 | — | — | $23,419 |