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  2. GENESIS ORTHOPEDICS & SPORTS MEDICINE, LLC
Sponsor portfolio

GENESIS ORTHOPEDICS & SPORTS MEDICINE, LLC

EIN 36-4333655-health, wellness and fitness-Latest filing 2024
Plans
2
Retirement
2
$5.1M assets
Welfare
0
Participants
73
2900 FOXFIELD RD, SUITE 102 - ST. CHARLES, IL 60174630-377-1188genesisortho.comLinkedIn51-200 employeeshealth, wellness and fitness
Plans on this EIN
2 filings
#001401k-$4.2M - 43 part#003CashBalance-$902K - 30 part

Retirement portfolio analytics

2 plans aggregated / $5.1M assets / 73 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • LLC EMPLOYEES' Savings (#001)82%
  • CASH BALANCE PLAN (#003)18%
Total $5.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC EMPLOYEES' Savings (#001)43
  • CASH BALANCE PLAN (#003)30
Total 73Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GENESIS ORTHOPEDICS & SPORTS MEDICINE, LLC EMPLOYEES' SAVINGS PLAN

401k

Assets$4.2M
Participants43
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

GENESIS ORTHOPEDICS & SPORTS MEDICINE, LLC CASH BALANCE PLAN

CashBalance

Assets$902K
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GENESIS ORTHOPEDICS & SPORTS MEDICINE, LLC EMPLOYEES' SAVINGS PLAN401k$4.2M432024
003GENESIS ORTHOPEDICS & SPORTS MEDICINE, LLC CASH BALANCE PLANCashBalance$902K302024
Retirement plans
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