# Generation Us 401(k) Plan
Source: https://planprovider.pro/companies/generation-us-401k-plan

> Generation Us's 401(k) plan: 180 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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