Generational Equity, Llc 401(k) Plan
Sponsored by Generational Equity Llc · EIN 861122234 · Plan #001
- Total assets
- $32.6M
- Net assets
- $32.6M
- Active participants
- 321
- With balances
- 269
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| American Century Investment Management Inc CRD 105778 | fuzzy_auto · 98% | 2024 |
| American Fundstars Financial Group Llc CRD 315860 | fuzzy_auto · 96% | 2024 |
| Dimensional Fund Advisors Lp CRD 106482 | fuzzy_auto · 94% | 2024 |
| Invesco Canada Ltd. CRD 126572 | deterministic · 100% | 2024 |
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T Rowe Price Rps, Inc. | Recordkeeping, Investment management, Other services | $23,797 |
| American Century Investment Managem | Investment management, Shareholder servicing fees | $0 |
| American Funds | Investment management, Shareholder servicing fees | $0 |
| Dimensional Funds | Investment management, Shareholder servicing fees | $0 |
| Fidelity | Investment management, Shareholder servicing fees | $0 |
| Invesco | Investment management, Shareholder servicing fees | $0 |
| Jp Morgan Funds | Investment management, Shareholder servicing fees | $0 |
| Vanguard Group | Investment management, Shareholder servicing fees | $0 |