Generac Power Systems, Inc. Employees 401(k) Savings Plan
Sponsored by Generac Power Systems, Inc. · EIN 390963276 · Plan #003
- Total assets
- $344M
- Net assets
- $344M
- Active participants
- 6,175
- With balances
- 6,692
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $213,046 |
| Marquette Associates, Inc | Investment advisory (plan) | $182,624 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $21,419 |
| Wipfli | Accounting | $15,520 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $10,245 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |