Sponsor portfolio
GENERATIONS WEALTH, LLC
EIN 47-1892069financial servicesLatest filing 2024
Plans
1
Retirement
1
$542K assets
Welfare
0
Participants
8
5947 DEERFIELD BLVD, SUITE 202 - MASON, OH 45040513-834-8056generationswealth.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GENERATIONS WEALTH, LLC 401(K) PROFIT SHARING PLAN | 401k | $542K | 8 | 2024 |
Retirement plans