Generate Capital Inc. 401(k) Plan
Sponsored by Generate Capital, Pbc · EIN 471343093 · Plan #001
- Total assets
- $25.4M
- Net assets
- $25.4M
- Active participants
- 250
- With balances
- 300
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Statheros Financial Solutions, Inc. CRD 306217 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Statheros Financial Soutions | Investment advisory (plan), Investment management fees (direct) | $57,126 |
| Sentinel Benefits Group, Llc | Recordkeeping, Direct payment from the plan | $20,635 |