Plan Snapshot
- Plan Sponsor: Genesis Health, INC. D/B/A Brooks Rehabilitation
- Sponsor EIN: 592249370
- Sponsor Address: 3599 UNIVERSITY BLVD. SOUTH, JACKSONVILLE, FL, 32216
- Plan Type: 403(b)
- Total Participants: 1,032
- Total Assets: $123.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,032 | $123.2M | $3.6M | $6.1M |
| 2023 | 957 | $111.2M | $3.0M | $5.2M |
| 2022 | 1,756 | $92.6M | $3.1M | $4.6M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS 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 | $244,934 | $62,278 | — | — | — |
| 2023 | $209,262 | $3,451 | — | — | — |
| 2022 | $219,469 | $67,737 | — | — | — |