How big is Generation Partners, LLC's plan?

Generation Partners, LLC's plan reported $635K in assets and 8 participants for 2024.

Original filing (PDF)20250930144314NAL0015047216001

Generation Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Generation Partners, LLC Cash Balance Plan

Defined-benefit pension plan · Generation Partners, LLC's Generation Partners, LLC Cash Balance Plan held $635K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$635K

Net assets (EOY)

$635K

Plan identifiers

Generation Partners, LLC's EIN is 87-3811414.

EIN 87-3811414

Plan number 002

Plan year 2024

ACK ID 20250930144314NAL0015047216001

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 a defined-benefit pension formula, a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score