How big is GEN3 Advisor Group, LLC's plan?

GEN3 Advisor Group, LLC's plan reported $9K in assets and 7 participants for 2024.

Original filing (PDF)20250730154432NAL0002506147001

GEN3 Advisor Group, LLC

Name: GEN3 Advisor Group, LLC — GEN3 Advisor Group, LLC, Form 5500 (2024)
Creator: GEN3 Advisor Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

GEN3 Advisor Group, LLC 401(k) Plan

401(k) retirement plan · GEN3 Advisor Group, LLC's GEN3 Advisor Group, LLC 401(k) Plan held $9K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9K

Net assets (EOY)

$9K

People on this filing

Mackenzie Chrystal signed GEN3 Advisor Group, LLC's 2024 Form 5500 as plan administrator.

Mackenzie Chrystal — 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

GEN3 Advisor Group, LLC's EIN is 46-5378349.

EIN 46-5378349

Plan number 001

Plan year 2024

ACK ID 20250730154432NAL0002506147001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for GEN3 Advisor Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

GEN3 Advisor Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GEN3 ADVISOR GROUP, LLC.

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Plan health score

Above-average plan

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