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

Generations Management Company, LLC's plan reported $818K in assets and 206 participants for 2024.

Original filing (PDF)20251009102111NAL0011238432001

Generations Management Company, LLC

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

Form 5500-SF

FILING_RECEIVED

Generations Management Company, LLC 401(k) Plan

401(k) retirement plan · Generations Management Company, LLC's Generations Management Company, LLC 401(k) Plan held $818K in plan assets for 206 participants in 2024.

Signals · 1

No auditor on file

Active participants

206

Accounts w/ balance

Plan assets (EOY)

$818K

Net assets (EOY)

$818K

People on this filing

J. Eric Melton signed Generations Management Company, LLC's 2024 Form 5500 as plan administrator.

J. Eric Melton — 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 Management Company, LLC's EIN is 26-4465167.

EIN 26-4465167

Plan number 001

Plan year 2024

ACK ID 20251009102111NAL0011238432001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Generations Management 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 MANAGEMENT COMPANY, LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score