Plan Snapshot
- Plan Sponsor: Genesis Medical Associates, INC.
- Sponsor EIN: 251753321
- Sponsor Address: 8150 PERRY HIGHWAY, SUITE 300, PITTSBURGH, PA, 15237
- Plan Type: 401(k)
- Total Participants: 251
- Total Assets: $49.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 251 | $49.5M | $1.9M | $1.5M |
| 2023 | 213 | $43.1M | $1.7M | $1.3M |
| 2022 | 180 | $37.3M | $1.3M | $976,359 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | INVESTMENT ADVISOR | $68,067 | — | $68,067 |
| CAPITAL RESEARCH AND MANAGEMENT CO. | RECORDKEEPER | $21,338 | — | $21,338 |
| KLINE KEPPEL AND KORYAK PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $89,405
- Estimated Expense Ratio: 0.181% of plan assets
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 | $92,690 | $68,067 | $24,623 | — | — |
| 2023 | $76,481 | $56,633 | $19,848 | — | — |
| 2022 | $102,141 | $84,673 | $17,468 | — | — |