# Genesis Medical Group 401(k) Plan
Source: https://planprovider.pro/companies/genesis-medical-group-401k-plan

> Genesis Medical Group's 401(k) plan: 243 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 Group

- **Sponsor EIN:** 814211994

- **Sponsor Address:** 2255 E MOSSY OAKS ROAD, SUITE 500, SPRING, TX, 77389

- **Plan Type:** 401(k)

- **Total Participants:** 243

- **Total Assets:** $7.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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|243|$7.2M|$331,202|$688,572|

| 2023|203|$7.2M|$286,425|$549,232|

| 2022|182|$6.2M|$249,584|$488,962|

## 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|

| LAPORTE CPAS & BUSINESS ADVISORS|Auditor|$20,837|—|$20,837|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LAPORTE CPAS & BUSINESS ADVISORS](https://planprovider.pro/provider/laporte-cpas-and-business-advisors) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $20,837

- **Estimated Expense Ratio:** 0.290% 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|$74,879|$36,099|—|$20,837|—|

| 2023|$55,023|$33,173|—|$3,834|—|

| 2022|$72,239|$39,684|$885|—|$23,474|

## Similar Plans

- [Cls Health PLLC](https://planprovider.pro/companies/cls-health-pllc-401k-plan) — 246 participants

- [Kaizen Clinical Partners, INC.](https://planprovider.pro/companies/kaizen-clinical-partners-inc-plan-003) — 247 participants

- [Lone Star Urgent Care Managers, LLC](https://planprovider.pro/companies/lone-star-urgent-care-managers-llc-401k-plan) — 239 participants

- [Roseland Management, LLC](https://planprovider.pro/companies/roseland-management-llc-401k-plan) — 251 participants

- [Physician Directed Partners INC](https://planprovider.pro/companies/physician-directed-partners-inc-401k-plan-002) — 251 participants

- [Dallas Pulmonary And Critical Care PA](https://planprovider.pro/companies/dallas-pulmonary-and-critical-401k-plan) — 235 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/genesis-medical-group-401k-plan)

© 2026 PlanProvider.Pro