Generations Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Generations Llc · EIN 931140342 · Plan #001
- Total assets
- $9.2M
- Net assets
- $9.2M
- Active participants
- 945
- With balances
- 709
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Generations Llc 401 K Plan | Investment advisory (plan), Other investment fees and expenses, Direct payment from the plan | $21,780 |
| Erisa Fiduciary Services, Inc. | Contract administrator | $15,360 |
| Morgan Stanley Global Banking Opera | Investment advisory (participants) | $10,869 |
| Paychex, Inc. | Recordkeeping | $8,140 |
| Levelized Compensation Advisor | Investment advisory (plan) | $7,416 |