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Original filing (PDF)20251009112719NAL0006510449001
GENERAC POWER SYSTEMS, INC.
Form 5500
FILING_RECEIVED
GENERAC POWER SYSTEMS, INC. EMPLOYEES 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 2
99% in single holding6 service providers
Active participants
6,175
Accounts w/ balance
6,692
Plan assets (EOY)
$343.6M
Net assets (EOY)
$343.6M
How this plan invests
This plan
3 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: MIP CL 2 (no filing on disk)]" is 99% of plan.
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENERAC POWER SYSTEMS, INC..
Plan sponsor
Name
GENERAC POWER SYSTEMS, INC.
EIN
39-0963276
Address
S45 W29290 HWY 59 · WAUKESHA, WI · 53189
Phone
(262) 544-4811
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $213K | — |
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $21K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARQUETTE ASSOCIATES, INC | 36-3485298 | — | INVESTMENT ADVISOR | $183K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WIPFLI | 39-0758449 | — | ACCOUNTANT/AUDITOR | $16K | — |
Investments
1 direct security · 3 pooled funds· $954K(0% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$947K
3 holdings
Uncategorized
$7K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $940K | 0.3% | |
| [DFE: GREAT GRAY CIT III FOR METLIFE GROUP ANNUITY CONTRACT NO. 25554 (extraction pending)] | — | — | — | $7K | <0.1% | |
| METLIFE STABLE VAL J GREAT GRAY TRUST COMPANY, LLC · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $7K | <0.1% | |
| MORLEY STABLE VAL FUND CLASS 25 I MORLEY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |