Generationed 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Generationed (EIN 560863474)
  • Plan Type: 403(b)
  • Total Participants: 532
  • Total Assets: $9.1M
  • Sponsor State: NC

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024532$9.1M$997,915$552,284
2023325$7.0M$983,181$503,150
2022223$5.1M$252,611$413,069

Service Providers

  • BERNARD ROBINSON & COMPANY, LLP — Accountant / Independent Qualified Public Accountant

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