Plan Snapshot
- Plan Sponsor: The Genesee Group, INC.
- Sponsor EIN: 262786669
- Sponsor Address: 130 DAVIS STREET, PORTLAND, TN, 37148
- Plan Type: 401(k)
- Total Participants: 19
- Total Assets: $1.0M
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 | 19 | $1.0M | $51,691 | $86,285 |
| 2023 | 19 | $1.4M | $44,081 | $81,410 |
| 2022 | 18 | $1.1M | $11,370 | $56,505 |