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Original filing (PDF)20250710145309NAL0005642945001

GENERATIONS BANK IN EXETER

Form 5500-SF
FILING_RECEIVED
TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
14
Accounts w/ balance
13
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENERATIONS BANK IN EXETER.
Plan sponsor
Name
GENERATIONS BANK IN EXETER
EIN
47-0162330
Address
139 S. EXETER AVE · EXETER, NE · 68351
Phone
(402) 266-5931
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Name
TPC QUALIFIED PLANS LLC
EIN
26-2312094
City
CHARLOTTE, NC
Phone
(888) 505-4484
Plan characteristics
Plan number
020
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone
Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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