Esther Locklear signed Generationed's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Generationed's EIN is 56-0863474.
Download the official 2024 Form 5500 (PDF) for Generationed from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Generationed's plan includes a 403(b) annuity, a default investment (QDIA), 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $24K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $4K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal | Other securities | — | — | $1.6M | 18.2% | |
| Pioneer | Other securities | — | — | $722K | 7.9% | |
| Nuveen | Mutual Funds | — | — | $721K | 7.9% | |
| Putnam | Mutual Funds | — | — | $658K | 7.2% | |
| Janus Henderson | Mutual Funds | — | — | $656K | 7.2% | |
| AB | Other securities | — | — | $578K | 6.4% | |
| TIAA | Mutual Funds | — | — | $381K | 4.2% | |
| Lazard | Other securities | — | — | $357K | 3.9% | |
| TIAA | Mutual Funds | — | — | $334K | 3.7% | |
| Fidelity | Mutual Funds | — | — | $330K | 3.6% | |
| CREF | Mutual Funds | — | — | $321K | 3.5% | |
| MassMutual | Other securities | — | — | $259K | 2.9% | |
| TIAA | Mutual Funds | — | — | $252K | 2.8% | |
| Participants | Other securities | — | $191K | $191K | 2.1% | |
| Vanguard | Mutual Funds | — | — | $175K | 1.9% | |
| Fidelity | Mutual Funds | — | — | $174K | 1.9% | |
| Principal | Other securities | — | — | $160K | 1.8% | |
| PIMCO | Mutual Funds | — | — | $137K | 1.5% | |
| MFS | Mutual Funds | — | — | $136K | 1.5% | |
| T. Rowe Price | Other securities | — | — | $111K | 1.2% | |
| American Century | Other securities | — | — | $111K | 1.2% | |
| CREF | Mutual Funds | — | — | $81K | 0.9% | |
| TIAA | Mutual Funds | — | — | $74K | 0.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $65K | 0.7% | |
| Nuveen | Mutual Funds | — | — | $64K | 0.7% | |
| CREF | Mutual Funds | — | — | $51K | 0.6% | |
| TIAA | Mutual Funds | — | — | $47K | 0.5% | |
| CREF | Mutual Funds | — | — | $35K | 0.4% | |
| CREF | Mutual Funds | — | — | $34K | 0.4% | |
| TIAA | Mutual Funds | — | — | $30K | 0.3% | |
| TIAA | Mutual Funds | — | — | $29K | 0.3% | |
| TIAA | Mutual Funds | — | — | $25K | 0.3% | |
| TIAA | Mutual Funds | — | — | $22K | 0.2% | |
| TIAA | Mutual Funds | — | — | $21K | 0.2% | |
| CREF | Mutual Funds | — | — | $16K | 0.2% | |
| TIAA | Mutual Funds | — | — | $12K | 0.1% | |
| CREF | Mutual Funds | — | — | $11K | 0.1% | |
| CREF | Mutual Funds | — | — | $7K | <0.1% | |
| TIAA | Mutual Funds | — | — | $7K | <0.1% | |
| TIAA | Mutual Funds | — | — | $6K | <0.1% | |
| TIAA | Mutual Funds | — | — | $6K | <0.1% | |
| TIAA | Mutual Funds | — | — | $4K | <0.1% | |
| TIAA | Mutual Funds | — | — | $1K | <0.1% | |
| TIAA | Mutual Funds | — | — | $873 | <0.1% | |
| TIAA | Mutual Funds | — | — | $728 | <0.1% | |
| TIAA | Mutual Funds | — | — | $309 | <0.1% | |
| TIAA | Mutual Funds | — | — | $264 | <0.1% | |
| TIAA | Mutual Funds | — | — | $25 | <0.1% | |
| Nuveen | Mutual Funds | — | — | $1 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
