# Genesys Cloud Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/genesys-cloud-services-inc-401k-plan

> Genesys Cloud Services, INC.'s 401(k) plan: 2,773 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Genesys Cloud Services, INC.

- **Sponsor EIN:** 943120525

- **Sponsor Address:** 1302 EL CAMINO REAL, MENLO PARK, CA, 94025

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

- **Total Participants:** 2,773

- **Total Assets:** $672.8M

## 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|2,773|$672.8M|$8.9M|$41.5M|

| 2023|2,678|$587.1M|$8.8M|$37.5M|

| 2022|2,709|$493.6M|$9.9M|$42.5M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$242,664|—|$242,664|

| MORGAN STANLEY DOMESTIC HOLDINGS,|INVESTMENT ADVISOR|$105,000|—|$105,000|

| FORVIS MAZARS, LLP|ACCOUNTANT/AUDITOR|$20,050|—|$20,050|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [MORGAN STANLEY DOMESTIC HOLDINGS,](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $367,714

- **Estimated Expense Ratio:** 0.055% 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|$363,797|$347,664|$600|$20,050|—|

| 2023|$449,486|$393,602|$900|$10,500|—|

| 2022|$448,666|$261,280|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/genesys-cloud-services-inc-401k-plan)

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