# Genesys Pho, L.L.C. 401(k) Plan
Source: https://planprovider.pro/companies/genesys-pho-l-l-c-383209828-001

> Genesys Pho, L.L.C.'s 401(k) plan: 117 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Genesys Pho, L.L.C.

- **Sponsor EIN:** 383209828

- **Sponsor Address:** 3495 S CENTER ROAD, BURTON, MI, 48519

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

- **Plan Number:** 001

- **Total Participants:** 117

- **Total Assets:** $13.2M

## 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.|

| 2025|117|$13.2M|$0|$0|

| 2024|83|$12.4M|$372,377|$615,179|

| 2023|74|$12.1M|$396,731|$623,863|

| 2022|81|$10.3M|$316,995|$684,871|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|Recordkeeper|$34,179|—|$34,179|

| UBS FINANCIAL SERVICES INC|Investment Advisor|$31,752|—|$31,752|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $65,931

- **Estimated Expense Ratio:** 0.501% 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|

| 2025|$1,819,884|$31,752|—|—|—|

| 2024|$2,129,119|—|—|—|—|

| 2023|$693,718|—|—|—|—|

| 2022|$218,356|—|—|—|—|

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