Plan Snapshot
- Plan Sponsor: Generations LLC
- Sponsor EIN: 931140342
- Sponsor Address: 8440 SE SUNNYBROOK BLVD STE 100, CLACKAMAS, OR, 970155781
- Plan Type: 401(k)
- Total Participants: 945
- Total Assets: $9.2M
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 | 945 | $9.2M | $473,744 | $860,193 |
| 2023 | 1,224 | $8.4M | $588,177 | $1.1M |
| 2022 | 1,049 | $6.7M | $681,222 | $1.2M |
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 |
|---|---|---|---|---|
| GENERATIONS LLC 401K PLAN | Investment Advisor | $21,780 | — | $21,780 |
| ERISA FIDUCIARY SERVICES, INC. | Recordkeeper | $15,360 | — | $15,360 |
| MORGAN STANLEY GLOBAL BANKING OPERA | Investment Advisor | $10,869 | — | $10,869 |
| PAYCHEX, INC. | Recordkeeper | $8,140 | — | $8,140 |
| LEVELIZED COMPENSATION ADVISOR | Investment Advisor | $7,416 | — | $7,416 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,565
- Estimated Expense Ratio: 0.692% 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 | $51,744 | $27,359 | $23,525 | — | — |
| 2023 | $58,638 | $36,419 | $21,359 | — | — |
| 2022 | $75,368 | $35,727 | $39,641 | — | — |