How big is GEN3 Advisor Group LLC's plan?

GEN3 Advisor Group LLC's plan reported $7K in assets and 5 participants for 2024.

Original filing (PDF)20251126140718NAL0002528467001

GEN3 Advisor Group LLC

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

Form 5500-SF

FILING_RECEIVED

GEN3 Advisor Group LLC SOCA Benefit Plan

Health & welfare plan · GEN3 Advisor Group LLC's GEN3 Advisor Group LLC SOCA Benefit Plan held $7K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$7K

Net assets (EOY)

$3K

People on this filing

Matt Appenzeller signed GEN3 Advisor Group LLC's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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 501

Plan year 2024

ACK ID 20251126140718NAL0002528467001

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 health coverage.

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 (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score