Plan Snapshot
- Plan Sponsor: Generation Us
- Sponsor EIN: 821449889
- Sponsor Address: 65 STONE STREET, AUGUSTA, ME, 04330
- Plan Type: 401(k)
- Total Participants: 180
- Total Assets: $12.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 180 | $12.2M | $0 | $0 |
| 2024 | 185 | $10.5M | $0 | $0 |
| 2023 | 181 | $8.3M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PURDY POWERS & COMPANY | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $15,692 | $15,692 | — | — | — |
| 2024 | $13,361 | $13,361 | — | — | — |
| 2023 | $12,505 | — | — | — | $12,505 |