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Original filing (PDF)20250813092052NAL0004797059001
GENERX GENERATORS, LLC
Form 5500
FILING_RECEIVED
GENERX GENERATORS 401(K) PLAN
401(k) retirement plan
Signals · 1
~86 bps in Sched C fees
Active participants
176
Accounts w/ balance
202
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
How this plan invests
This plan
7 pooled trusts
Schedule D
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 86 bps in Schedule C fees — 66% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENERX GENERATORS, LLC.
Plan sponsor
Name
GENERX GENERATORS, LLC
EIN
83-4402984
Address
111-B DUNBAR AVE · OLDSMAR, FL · 34677
Phone
(813) 814-5900
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PDR
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $12K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $71 | — |
Investments
15 direct securities · 7 pooled funds· $3.3M(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
$3.3M
15 holdings
Common Collective Trust
$974
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| party Cost Current Value Blackrock Lifepath Index 2055 Mutual fund N/A | — | — | — | $584K | 17.7% | |
| Blackrock Lifepath Index 2060 Mutual fund N/A | — | — | — | $494K | 15.0% | |
| Blackrock Lifepath Index 2050 Mutual fund N/A | — | — | — | $367K | 11.1% | |
| Blackrock Lifepath Index 2035 Mutual fund N/A | — | — | — | $330K | 10.0% | |
| Fidelity 500 Index Mutual fund N/A | — | — | — | $313K | 9.5% | |
| Blackrock Lifepath Index 2040 Mutual fund N/A | — | — | — | $247K | 7.5% | |
| Notes receivable from participants Participant loans (5.25% - 9.5%) | — | — | — | $231K | 7.0% | |
| PGIM Jennison Growth R6 Mutual fund N/A | — | — | — | $194K | 5.9% | |
| Blackrock Lifepath Index 2065 Mutual fund N/A | — | — | — | $147K | 4.4% | |
| Blackrock Lifepath Index 2030 Mutual fund N/A | — | — | — | $115K | 3.5% | |
| Blackrock Lifepath Index 2045 Mutual fund N/A | — | — | — | $85K | 2.6% | |
| AllSpring Special Small Cap Value R6 Mutual fund N/A | — | — | — | $58K | 1.8% | |
| Blackrock Lifepath Index Retirement Mutual fund N/A | — | — | — | $58K | 1.8% | |
| Putnam Large Cap Value R6 Mutual fund N/A | — | — | — | $38K | 1.2% | |
| EI Fixed Account - Series Class I FBRIC *** N/A | — | — | — | $32K | 1.0% | |
| AM1 DOMESTIC EQUITY CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $641 | <0.1% | |
| AM1 INTERNATIONAL EQUITY CLASS 1 ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $234 | <0.1% | |
| AM1 PORTFOLIO DIVERSIFIERS CLASS 1 ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $69 | <0.1% | |
| AM1 CORE FIXED INCOME CLASS 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $30 | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED RISK MITIGATI ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AM1 INCOME CLASS 1 ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |