# Genesis Medical Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/genesis-medical-associates-inc-plan-001

> Genesis Medical Associates, INC.'s 401(k) plan: 251 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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