# Generation Us 403(b) Plan
Source: https://planprovider.pro/companies/generation-us-821449889-001

> Generation Us's 403(b) plan: 180 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Generation Us

- **Sponsor EIN:** 821449889

- **Sponsor Address:** 65 STONE STREET, AUGUSTA, ME, 04330

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **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.|

| 2024|180|$12.2M|$289,297|$769,062|

| 2023|185|$10.5M|$262,590|$702,568|

| 2022|181|$8.3M|$248,431|$654,959|

## 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|

| 2024|$15,692|$15,692|—|—|—|

| 2023|$13,361|$13,361|—|—|—|

| 2022|$12,505|—|—|—|$12,505|

## Similar Plans

- [University Of New England](https://planprovider.pro/companies/university-of-new-england-403b-plan) — 1,230 participants

- [President And Trustees Of Bates College](https://planprovider.pro/companies/president-and-trustees-of-bates-college-403b-plan) — 1,045 participants

- [The President & Trustees Of Colby College](https://planprovider.pro/companies/the-president-trustees-of-colby-college-403b-plan) — 996 participants

- [Bowdoin College](https://planprovider.pro/companies/bowdoin-college-plan-004) — 892 participants

- [Husson University](https://planprovider.pro/companies/husson-university-401k-plan) — 822 participants

- [President And Trustees Of Bates College](https://planprovider.pro/companies/president-and-trustees-of-bates-college-plan-005) — 750 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/generation-us-821449889-001)

© 2026 PlanProvider.Pro