Sponsor portfolio
GENERATIONS FINANCIAL PLANNING LLC
EIN 82-2559187financial servicesLatest filing 2025
Plans
1
Retirement
1
$2.0M assets
Welfare
0
Participants
11
77 E. MICHIGAN AVENUE, SUITE 140 - BATTLE CREEK, MI 49017269-441-4143genfinplan.comLinkedIn1-10 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 FINANCIAL PLANNING LLC 401(K) PLAN | 401k | $2.0M | 11 | 2025 |
Retirement plans