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Department of Labor filing

GENUS

GENUS 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Sep 30, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

77filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$4,343

Reported employer contributions per active participant.

Higher than about 96% of comparable plans
#People in the filing
1,049

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$101 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 31% of comparable plans
↗Investment performance
Not available

Plan assets changed 10.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202477out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions96th percentileTypical peer $1,333 · based on 26 comparable plans
Lower reported administrative expense31st percentileTypical peer $80 · based on 26 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, GENUS reported $4,555,909 in employer contributions across the plan and 1,049 active participants. That works out to $4,343 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy68%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 17.1%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 0.6%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context77/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$4,555,909
Participant contributions
$8,080,814
Other contributions
$1,351,821
Employer share of reported contributions
36.1%
Beginning assets
$127,436,116
Ending assets
$140,982,548
Ending net assets
$140,982,548
Ending liabilities
$0
Total income
$32,166,580
Total expenses
$18,620,148
Administrative expenses
$172,307
Participant loans
$805,549

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$3,709
2023
$3,847
2024
$4,343
Plan-paid administrative expenses per participant
2022
$102
2023
$95
2024
$101
Active participants
2022
1,195
2023
1,201
2024
1,049
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$4,3431,049141M20250930051414NAL0012844640001
2023$3,8471,201127.4M20241015082302NAL0029006577001
2022$3,7091,195105M20231010062100NAL0027226737001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.6%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
391256773-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Sep 1, 1990
Industry
Agriculture, forestry, fishing and hunting
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
AMERICAN BEACON ADVISORS2024Not reportedunknown
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
FIDELITY DISTRIBUTORS CORP.2024Not reportedunknown
FRANKLIN TEMPLETON DISTRIBUTORS, IN2024Not reportedunknown
INVESCO2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
LEGG MASON INVESTOR SERVICES, LLC2024Not reportedunknown
MFS FUND DISTRIBUTORS, INC.2024Not reportedunknown
NUVEEN INVESTMENTS2024Not reportedunknown
PRUDENTIAL INVESTMENTS LLC2024Not reportedunknown
PUTNAM RETAIL MANAGEMENT2024Not reportedunknown
T. ROWE PRICE2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20250930051414NAL0012844640001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗