What public Form 5500 filings show about the Generate Capital, PBC 401(k) plan — and how to find and check your own account.
Generate Capital, PBC (EIN 47-1343093) reports GENERATE CAPITAL INC. 401(K) PLAN on its most recent Form 5500, with $25.4M in plan assets across 250 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Generate Capital, PBC filing — schedules, fees, and providers.
Generate Capital, PBC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Generate Capital, PBCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STATHEROS FINANCIAL SOUTIONS, SENTINEL BENEFITS GROUP.
