Plan Snapshot
- Plan Sponsor: Generational Equity LLC
- Sponsor EIN: 861122234
- Sponsor Address: 3400 N CENTRAL EXPY STE 100, RICHARDSON, TX, 750800046
- Plan Type: 401(k)
- Total Participants: 321
- Total Assets: $32.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 321 | $32.6M | $773,990 | $3.1M |
| 2023 | 278 | $26.7M | $751,431 | $3.0M |
| 2022 | 271 | $21.1M | $641,237 | $2.6M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS, INC. | RECORD KEEPER | $23,797 | — | $23,797 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,797
- Estimated Expense Ratio: 0.073% of plan assets
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 | $48,115 | — | — | — | — |
| 2023 | $38,605 | — | — | — | — |
| 2022 | $6,990 | — | — | — | — |