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Original filing (PDF)20251217112655NAL0003961825001
GENERATION US
Form 5500
FILING_RECEIVED
GENERATION US RETIREMENT PLAN
403(b) retirement plan
Active participants
180
Accounts w/ balance
228
Plan assets (EOY)
$12.2M
Net assets (EOY)
$12.2M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENERATION US.
Plan sponsor
Name
GENERATION US
EIN
82-1449889
Address
65 STONE STREET · AUGUSTA, ME · 04330
Phone
(207) 620-7180
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-12-17
Pension benefit codes
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PURDY POWERS & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PL SERVICE | 82-4555287 | INDIANAPOLIS, IN | RECORDKEEPER | $0 | — |
Investments
32 direct securities · 1 pooled fund· $12.2M(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
$12.2M
32 holdings
Pooled Separate Account
$18K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Growth Fund of America Mutual fund | — | — | — | $1.8M | 14.7% | |
| American Funds 2040 Target Date Retirement Fund Mutual fund | — | — | — | $1.8M | 14.4% | |
| American Funds 2045 Target Date Retirement Fund Mutual fund | — | — | — | $1.4M | 11.8% | |
| American Balanced Fund Mutual fund | — | — | — | $1.3M | 11.0% | |
| AMCAP Fund Mutual fund | — | — | — | $1.2M | 9.5% | |
| American Funds 2055 Target Date Retirement Fund Mutual fund | — | — | — | $617K | 5.1% | |
| American Funds 2050 Target Date Retirement Fund Mutual fund | — | — | — | $581K | 4.8% | |
| American Funds 2035 Target Date Retirement Fund Mutual fund | — | — | — | $570K | 4.7% | |
| The Investment Company of America Mutual fund | — | — | — | $473K | 3.9% | |
| International Growth and Income Fund Mutual fund | — | — | — | $310K | 2.5% | |
| American Funds 2060 Target Date Retirement Fund Mutual fund | — | — | — | $283K | 2.3% | |
| TIAA Traditional Non Benefit Responsive Insurance Contract | — | — | — | $282K | 2.3% | |
| The New Economy Fund Mutual fund | — | — | — | $240K | 2.0% | |
| The Income Fund of America Mutual fund | — | — | — | $220K | 1.8% | |
| Europacific Growth Fund Mutual fund | — | — | — | $193K | 1.6% | |
| American Funds 2025 Target Date Retirement Fund Mutual fund | — | — | — | $186K | 1.5% | |
| American Funds 2030 Target Date Retirement Fund Mutual fund | — | — | — | $131K | 1.1% | |
| U.S. Government Securities Fund Mutual fund | — | — | — | $124K | 1.0% | |
| American Funds 2010 Target Date Retirement Fund Mutual fund ** 22 * American Funds 2020 Target Date Retirement Fund Mutual fund | — | — | — | $108K | 0.9% | |
| Intermediate Bond Fund of America Mutual fund | — | — | — | $102K | 0.8% | |
| CREF Stock R1 Variable Annuity | — | — | — | $93K | 0.8% | |
| CREF Global Equities R1 Variable Annuity | — | — | — | $54K | 0.4% | |
| CREF Growth R1 Variable Annuity | — | — | — | $40K | 0.3% | |
| American Funds 2065 Target Date Retirement Fund Mutual fund | — | — | — | $31K | 0.3% | |
| Participant Loans Interest Rates (5.25% - 8.75%) | — | — | — | $19K | 0.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $18K | 0.1% | |
| CREF Equity Index R1 Variable Annuity | — | — | — | $14K | 0.1% | |
| CREF Social Choice R1 Variable Annuity | — | — | — | $9K | <0.1% | |
| TIAA Traditional Benefit Responsive Insurance Contract | — | — | — | $7K | <0.1% | |
| CREF Money Market R1 Variable Annuity | — | — | — | $5K | <0.1% | |
| SmallCap World Fund Mutual fund | — | — | — | $3K | <0.1% | |
| American Funds U.S. Government Money Market Fund Mutual fund | — | — | — | $2K | <0.1% | |
| CREF Inflation-Linked Bond R1 Variable Annuity ** 270 * CREF Core Bond R1 Variable Annuity | — | — | — | $2K | <0.1% |
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