Original filing (PDF)20251015084959NAL0008399442001

GENERATIONED

Name: GENERATIONED — GENERATIONED 403(B) PLAN, Form 5500 (2024)
Creator: GENERATIONED

Form 5500

FILING_RECEIVED

GENERATIONED 403(B) PLAN

403(b) retirement plan

Active participants

532

Accounts w/ balance

436

Plan assets (EOY)

$9.1M

Net assets (EOY)

$9.1M

How this plan invests

This plan

1 pooled trust

Schedule D

50 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

100

/ 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

100

Total plan cost

100

Vendor stack

100

Participation health

100

Helping the score

Below-peer total fees (31 bps vs 52 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENERATIONED.

Plan sponsor

Name

GENERATIONED

EIN

56-0863474

Address

1200 ARLINGTON STREET · GREENSBORO, NC · 27406

Phone

(336) 378-7700

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

BERNARD ROBINSON & COMPANY, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	—	RECORDKEEPER	$24K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$4K	—

Investments

48 direct securities · 1 pooled fund· $9.1M(100% of reported assets)

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.

Uncategorized

$9.0M

48 holdings

Pooled Separate Account

$65K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Principal	—	—	—	$1.6M	18.2%
Pioneer	—	—	—	$722K	7.9%
Nuveen	—	—	—	$721K	7.9%
Putnam	—	—	—	$658K	7.2%
Janus Henderson	—	—	—	$656K	7.2%
AB	—	—	—	$578K	6.4%
TIAA	—	—	—	$381K	4.2%
Lazard	—	—	—	$357K	3.9%
TIAA	—	—	—	$334K	3.7%
Fidelity	—	—	—	$330K	3.6%
CREF	—	—	—	$321K	3.5%
MassMutual	—	—	—	$259K	2.9%
TIAA	—	—	—	$252K	2.8%
Participants	—	—	$191K	$191K	2.1%
Vanguard	—	—	—	$175K	1.9%
Fidelity	—	—	—	$174K	1.9%
Principal	—	—	—	$160K	1.8%
PIMCO	—	—	—	$137K	1.5%
MFS	—	—	—	$136K	1.5%
T. Rowe Price	—	—	—	$111K	1.2%
American Century	—	—	—	$111K	1.2%
CREF	—	—	—	$81K	0.9%
TIAA	—	—	—	$74K	0.8%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$65K	0.7%
Nuveen	—	—	—	$64K	0.7%
CREF	—	—	—	$51K	0.6%
TIAA	—	—	—	$47K	0.5%
CREF	—	—	—	$35K	0.4%
CREF	—	—	—	$34K	0.4%
TIAA	—	—	—	$30K	0.3%
TIAA	—	—	—	$29K	0.3%
TIAA	—	—	—	$25K	0.3%
TIAA	—	—	—	$22K	0.2%
TIAA	—	—	—	$21K	0.2%
CREF	—	—	—	$16K	0.2%
TIAA	—	—	—	$12K	0.1%
CREF	—	—	—	$11K	0.1%
CREF	—	—	—	$7K	<0.1%
TIAA	—	—	—	$7K	<0.1%
TIAA	—	—	—	$6K	<0.1%
TIAA	—	—	—	$6K	<0.1%
TIAA	—	—	—	$4K	<0.1%
TIAA	—	—	—	$1K	<0.1%
TIAA	—	—	—	$873	<0.1%
TIAA	—	—	—	$728	<0.1%
TIAA	—	—	—	$309	<0.1%
TIAA	—	—	—	$264	<0.1%
TIAA	—	—	—	$25	<0.1%
Nuveen	—	—	—	$1	<0.1%