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  2. GENESIS REALTY, INC.
Sponsor portfolio

GENESIS REALTY, INC.

EIN 75-2535537-Real Estate and Rental and Leasing-Latest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
18
2083 N. COLLINS BLVD., SUITE 100 - RICHARDSON, TX 75080972-404-8288
Plans on this EIN
2 filings
#002CashBalance-$1.3M - 8 part#001401k-$687K - 10 part

Retirement portfolio analytics

2 plans aggregated / $2.0M assets / 18 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • PLAN & TRUST (#002)66%
  • PLAN & TRUST (#001)34%
Total $2.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)10
  • PLAN & TRUST (#002)8
Total 18Click 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#002

GENESIS REALTY, INC. CASH BALANCE PENSION PLAN & TRUST

CashBalance

Assets$1.3M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

GENESIS REALTY, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$687K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002GENESIS REALTY, INC. CASH BALANCE PENSION PLAN & TRUSTCashBalance$1.3M82024
001GENESIS REALTY, INC. 401(K) PROFIT SHARING PLAN & TRUST401k$687K102024
Retirement plans
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