Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › GeneDx Holdings
GeneDx Holdings 401(k)
- WGS Nasdaq
- Health care and social assistance
- Stamford, CT
- EIN 85-1966622
- 1 plan with Schedule H financials
- Plan year 2024
- GeneDx Holdings Corp.
- filed as Genedx Holdings Corp.
Administrative expenses excluding investment management, per participant · Genedx Holdings Corp. 401(k) Plan · plan year 2024
$24.83
Higher than 14% of the 8,758 plans $50 to 250M that report it.
Source
= $39,029 / 1,572
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250617105429NAL0002799024001, received 2025-06-17
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250617105429NAL0002799024001, received 2025-06-17
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-06-17.
Cost and contributions
Administrative expenses per participant
$24.83
Higher than 8% of the 9,042 plans $50 to 250M that report it.
Source
= $39,029 / 1,572
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250617105429NAL0002799024001, received 2025-06-17
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250617105429NAL0002799024001, received 2025-06-17
Administrative expenses as a share of assets
0.028%
Higher than 12% of the 9,049 plans $50 to 250M that report it.
Source
= $39,029 / $137,973,018
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250617105429NAL0002799024001, received 2025-06-17
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250617105429NAL0002799024001, received 2025-06-17
Employer contributions per participant
$3,433
Higher than 62% of the 9,105 plans $50 to 250M that report it.
Source
= $5,397,079 / 1,572
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250617105429NAL0002799024001, received 2025-06-17
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250617105429NAL0002799024001, received 2025-06-17
Employer share of total contributions
29.3%
Higher than 49% of the 9,112 plans $50 to 250M that report it.
Source
= $5,397,079 / $18,392,236
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250617105429NAL0002799024001, received 2025-06-17
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250617105429NAL0002799024001, received 2025-06-17
Plan terms, as stated in GeneDx Holdings Corp.'s SEC filings
Plan terms are described in GeneDx Holdings Corp.'s SEC filings: Form 10-K filed 2026-02-23. No term could be quoted from them with the required precision.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250617105429NAL0002799024001, received 2025-06-17
Full record, Genedx Holdings Corp. 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | GENEDX HOLDINGS CORP. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250617105429NAL0002799024001, received 2025-06-17 |
| Plan name | GENEDX HOLDINGS CORP. 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250617105429NAL0002799024001, received 2025-06-17 |
| Sponsor EIN / plan number | 85-1966622 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250617105429NAL0002799024001, received 2025-06-17 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250617105429NAL0002799024001, received 2025-06-17 |
| Sponsor location | STAMFORD, CT | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250617105429NAL0002799024001, received 2025-06-17 |
| Industry (business code) | 621399, Health care and social assistance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250617105429NAL0002799024001, received 2025-06-17 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250617105429NAL0002799024001, received 2025-06-17 |
| Filing received | 2025-06-17 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250617105429NAL0002799024001, received 2025-06-17 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250617105429NAL0002799024001, received 2025-06-17 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250617105429NAL0002799024001, received 2025-06-17 |
| Participants, beginning of year | 2,086 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250617105429NAL0002799024001, received 2025-06-17 |
| Active participants | 888 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250617105429NAL0002799024001, received 2025-06-17 |
| Participants, end of year | 1,627 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250617105429NAL0002799024001, received 2025-06-17 |
| Participants with an account balance | 1,572 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250617105429NAL0002799024001, received 2025-06-17 |
| Total assets, beginning of year | $126,055,563 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250617105429NAL0002799024001, received 2025-06-17 |
| Total assets, end of year | $137,973,018 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250617105429NAL0002799024001, received 2025-06-17 |
| Net assets, end of year | $137,973,018 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250617105429NAL0002799024001, received 2025-06-17 |
| Total income | $35,602,362 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250617105429NAL0002799024001, received 2025-06-17 |
| Net income | $11,917,455 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250617105429NAL0002799024001, received 2025-06-17 |
| Employer contributions | $5,397,079 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250617105429NAL0002799024001, received 2025-06-17 |
| Participant contributions | $9,974,280 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250617105429NAL0002799024001, received 2025-06-17 |
| Other contributions (incl. rollovers) | $3,020,877 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250617105429NAL0002799024001, received 2025-06-17 |
| Total contributions | $18,392,236 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250617105429NAL0002799024001, received 2025-06-17 |
| Benefit payments | $23,633,477 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250617105429NAL0002799024001, received 2025-06-17 |
| Total expenses (incl. benefit payments) | $23,684,907 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250617105429NAL0002799024001, received 2025-06-17 |
| Total administrative expenses | $39,029 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250617105429NAL0002799024001, received 2025-06-17 |
| Contract administrator fees | $39,029 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250617105429NAL0002799024001, received 2025-06-17 |
| Administrative expenses excluding investment management | $39,029 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250617105429NAL0002799024001, received 2025-06-17 |
| Held in common/collective trusts | $579,544 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250617105429NAL0002799024001, received 2025-06-17 |
| Held in mutual funds | $131,078,115 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250617105429NAL0002799024001, received 2025-06-17 |
| Independent auditor | COHNREZNICK, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250617105429NAL0002799024001, received 2025-06-17 |
Position = column in the DOL layout for form year 2024. Filing 20250617105429NAL0002799024001, received 2025-06-17.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANYrecordkeeper | CONTRACT ADMINISTRATOR | 13 Contract administrator; 37 Participant loan processing; 50 Direct payment from the plan; 64 Recordkeeping fees | $39,029 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250617105429NAL0002799024001, received 2025-06-17.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $126,055,563 | $137,973,018 | 9.5% |
| Participants with a balance | 1,660 | 1,572 | -5.3% |
| Administrative expenses | $54,308 | $39,029 | -28.1% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $6,050,884 | $5,397,079 | -10.8% |
Prior filing 20240711101310NAL0024694432001, received 2024-07-11; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: GENEDX HOLDINGS CORP.; SEC registrant: GeneDx Holdings Corp. (CIK 1818331, matched by EIN; display name from the Form 10-K cover).