# Generational Equity LLC 401(k) Plan
Source: https://planprovider.pro/companies/generational-equity-llc-401k-plan

> Generational Equity LLC's 401(k) plan: 321 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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