# Genisys Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/genisys-credit-union-401k-plan

> Genisys Credit Union's 401(k) plan: 559 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Genisys Credit Union

- **Sponsor EIN:** 381445060

- **Sponsor Address:** 2100 EXECUTIVE HILLS BLVD, AUBURN HILLS, MI, 48326

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

- **Total Participants:** 559

- **Total Assets:** $71.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|559|$71.6M|$2.0M|$2.3M|

| 2023|508|$61.6M|$1.8M|$2.1M|

| 2022|492|$52.3M|$1.7M|$1.9M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$66,674|—|$66,674|

| ONE DIGITAL INVESTMENT ADVISORS LL|CONSULTANT|$40,000|—|$40,000|

| STRATEGIC ADVISORS, INC.|ADVISOR|$8,874|—|$8,874|

| PLANTE & MORAN, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ONE DIGITAL INVESTMENT ADVISORS LL](https://planprovider.pro/provider/ameritas-retirement-plans) — CONSULTANT

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

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $115,548

- **Estimated Expense Ratio:** 0.161% 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|$115,548|$8,874|—|—|—|

| 2023|$115,729|$4,975|—|—|—|

| 2022|$113,280|$4,479|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/genisys-credit-union-401k-plan)

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