How big is Generations Wealth, LLC's plan?

Generations Wealth, LLC's plan reported $542K in assets and 7 participants for 2024.

Original filing (PDF)20250512085922NAL0025024000002

Generations Wealth, LLC

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

Form 5500-SF

FILING_RECEIVED

Generations Wealth, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Generations Wealth, LLC's Generations Wealth, LLC 401(k) Profit Sharing Plan held $542K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$542K

Net assets (EOY)

$542K

People on this filing

Jeremy J. Schira signed Generations Wealth, LLC's 2024 Form 5500 as plan administrator.

Jeremy J. Schira — 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 Wealth, LLC's EIN is 47-1892069.

EIN 47-1892069

Plan number 001

Plan year 2024

ACK ID 20250512085922NAL0025024000002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Generations Wealth, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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