Form 5500 Search

GENERATIONAL EQUITY LLC

EIN 86-1122234RICHARDSON, TX

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.

Plans filed
2
Participants
582
Total assets
$32.6M
A GENERATIONAL EQUITY LLC employee? See the GENERATIONAL EQUITY LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.

Form 5500 plans filed under EIN 86-1122234

Form 5500 search →
PlanPlan #ParticipantsAssets
GENERATIONAL EQUITY, LLC 401(K) PLAN001321$32.6M
GENERATIONAL EQUITY LLC WRAP PLAN501261$0

Service providers reported by GENERATIONAL EQUITY LLC

FIDELITYINVESCODIMENSIONAL FUNDSAMERICAN FUNDSAMERICAN CENTURY INVESTMENT MANAGEMT ROWE PRICE RPSVANGUARD GROUPJP MORGAN FUNDS

Providers are read from the Schedule C service-provider disclosures across this employer’s filings.

About this EIN

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?

GENERATIONAL EQUITY LLC EIN & Form 5500