Plan Snapshot
- Plan Sponsor: Genesis Healthcare System
- Sponsor EIN: 311480941
- Sponsor Address: 2951 MAPLE AVENUE, ZANESVILLE, OH, 43701
- Plan Type: 401(k)
- Total Participants: 2,557
- Total Assets: $158.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 2,557 | $158.3M | $0 | $0 |
| 2023 | 3,023 | $158.3M | $0 | $0 |
| 2022 | 3,167 | $153.9M | $2.3M | $10.0M |
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 |
|---|---|---|---|---|
| REA & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REA & ASSOCIATES — 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 | $622,702 | — | $622,702 | — | — |
| 2023 | $631,695 | — | $631,695 | — | — |
| 2022 | $670,421 | — | — | — | — |