How big is Generations United's plan?

Generations United's plan reported $3.0M in assets and 20 participants for 2024.

Original filing (PDF)20250922092557NAL0005838480001

Generations United

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

Form 5500-SF

FILING_RECEIVED

Generations United Retirement Plan

403(b) retirement plan · Generations United's Generations United Retirement Plan held $3.0M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Donna Butts signed Generations United's 2024 Form 5500 as plan administrator.

Donna Butts — 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 United's EIN is 31-1542973.

EIN 31-1542973

Plan number 001

Plan year 2024

ACK ID 20250922092557NAL0005838480001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Generations United's plan includes 403(b) custodial accounts, 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 UNITED.

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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