How big is Generations Retirement Group L's plan?

Generations Retirement Group L's plan reported $146K in assets and 6 participants for 2025.

Original filing (PDF)20260424084519NAL0009213872001

Generations Retirement Group L

Name: Generations Retirement Group L — Generations, Form 5500 (2025)
Creator: Generations Retirement Group L
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Generations Retirement Group L 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Generations Retirement Group L's Generations Retirement Group L 401(k) Profit Sharing Plan & Trust held $146K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$146K

Net assets (EOY)

$146K

Plan identifiers

Generations Retirement Group L's EIN is 27-4357428.

EIN 27-4357428

Plan number 002

Plan year 2025

ACK ID 20260424084519NAL0009213872001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Generations Retirement Group L from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Generations Retirement Group L's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 RETIREMENT GROUP L.

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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