How big is Generations Title Company, LLC's plan?

Generations Title Company, LLC's plan reported $646K in assets and 12 participants for 2024.

Original filing (PDF)20250916121350NAL0001937569001

Generations Title Company, LLC

Name: Generations Title Company, LLC — Generations Title, Form 5500 (2024)
Creator: Generations Title Company, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Generations Title 401(k) Plan

401(k) retirement plan · Generations Title Company, LLC's Generations Title 401(k) Plan held $646K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$646K

Net assets (EOY)

$646K

People on this filing

Stephanie Brassington signed Generations Title Company, LLC's 2024 Form 5500 as plan administrator.

Stephanie Brassington — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Generations Title Company, LLC's EIN is 20-3017979.

EIN 20-3017979

Plan number 001

Plan year 2024

ACK ID 20250916121350NAL0001937569001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Generations Title Company, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Generations Title Company, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GENERATIONS TITLE COMPANY, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

GENERATIONS TITLE COMPANY, LLC

EIN

all filings

Address

950 JOHN NOLEN DRIVE · SUITE 185 · MADISON, WI · 53713

Phone

(608) 661-0823

Industry

Finance & Insurance

Plan administrator