Plan Snapshot
- Plan Sponsor: Genesis Worldwide Ii, INC.
- Sponsor EIN: 251684751
- Sponsor Address: 130 MAIN STREET, CALLERY, PA, 16024
- Plan Type: DB
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $267,877 | $0 |
| 2022 | 0 | $35,429 | $1.9M | $0 |
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 |
|---|---|---|---|---|
| PRUDENTIAL RETIREMENT INSURANCE AND | Other Service Provider | $204,121 | — | $204,121 |
| RESOURCES INVESTMENT ADVISORS LLC | Recordkeeper | $25,000 | — | $25,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RESOURCES INVESTMENT ADVISORS LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $229,121
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 |
|---|---|---|---|---|---|
| 2023 | $303,774 | — | $302,948 | — | — |
| 2022 | $11,276,430 | $11,040,893 | $204,121 | — | — |