Generational Equity LLC (EIN 86-1122234) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $32.6M in plan assets and 582 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Generational Equity, LLC 401(k) Plan | 001 | 321 | $32.6M |
| Generational Equity LLC WRAP Plan | 501 | 261 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
86-1122234 is the Employer Identification Number (EIN) Generational Equity LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Texas EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
