Generationed 403(b) Plan
Sponsored by Generationed · EIN 560863474 · Plan #003
- Total assets
- $9.1M
- Net assets
- $9.1M
- Active participants
- 532
- With balances
- 436
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees | $24,410 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $3,692 |