Search public Form 5500 filings

13 results

Companies

companyGenerational Equity LLC
EIN: 86-1122234Location: TXPlans: 2Latest: 2023

planGenerational Equity, LLC 401(K) PlanFinancial statementProvider compensation2023 filing
Sponsor: Generational Equity LLCEIN: 86-1122234Plan: 001Participants: 317Assets: $26,652,929Location: Richardson, TXLatest: 2023
planGenerational Equity LLC Wrap Plan2023 filing
Sponsor: Generational Equity LLCEIN: 86-1122234Plan: 501Participants: 265Assets: not reported in the loaded datasetLocation: Richardson, TXLatest: 2023

providerFidelity Investments InstitutionalCompensation reported
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance CompanyCompensation reported
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLCCompensation reported
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company OCompensation reported
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.Compensation reported
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.Compensation reported
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance CompanyCompensation reported
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.Compensation reported
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

filing2023 Form 5500 — Generational Equity, LLC 401(K) Plan
Sponsor: Generational Equity LLCEIN: 86-1122234Plan: 001Ack ID: 20240927112108NAL0002009329001
filing2023 Form 5500 — Generational Equity LLC Wrap Plan
Sponsor: Generational Equity LLCEIN: 86-1122234Plan: 501Ack ID: 20250128105423NAL0022377216001