How big is Generation Partners LLC's plan?

Generation Partners LLC's plan reported $4.2M in assets and 10 participants for 2024.

Original filing (PDF)20250701094248NAL0030347138001

Generation Partners LLC

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

Form 5500-SF

FILING_RECEIVED

Lifescape Wealth Retirement Plan

401(k) retirement plan · Generation Partners LLC's Lifescape Wealth Retirement Plan held $4.2M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

David S. Meyer signed Generation Partners LLC's 2024 Form 5500 as plan administrator.

David S. Meyer — 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

Generation Partners LLC's EIN is 87-3811414.

EIN 87-3811414

Plan number 001

Plan year 2024

ACK ID 20250701094248NAL0030347138001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Generation Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GENERATION PARTNERS 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