Anthony M Ward ESQ. signed Generations LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Generations LLC's EIN is 93-1140342.
Download the official 2024 Form 5500 (PDF) for Generations LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Generations LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GENERATIONS LLC 401K PLAN | — | — | INVESTMENT ADVISORY | $22K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MORGAN STANLEY GLOBAL BANKING OPERA |
| — |
| BALTIMORE, MD |
| ADVISOR |
| $11K |
| — |
| LEVELIZED COMPENSATION ADVISOR | — | — | INVESTMENT ADVISORY | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA FIDUCIARY SERVICES, INC. | 47-1637791 | HAUPPAUGE, NY | CONTRACT ADMINISTRATOR | $15K | — |
