Sponsor portfolio
GENESIS PRIVATE WEALTH LLC
EIN 80-0425762Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$1.9M assets
Welfare
0
Participants
5
20755 WILLIAMSPORT PL STE 140 - ASHBURN, VA 201476523703-288-1272
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GENESIS PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.9M | 5 | 2025 |
Retirement plans