Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FIRST GENERATION INVESTORS INC
EIN 84-3859483professional training & coachingLatest filing 2025
Plans
2
Retirement
2
$31K assets
Welfare
0
Participants
5
19 LINDA LN - SUMMIT, NJ 07901908-577-6204thefirstgeneration.infoLinkedIn1-10 employeesprofessional training & coaching
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $31K assets / 5 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
FIRST GENERATION INVESTORS 401(K) PLAN
401k
Assets$20K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
FIRST GENERATION INVESTORS INC
401k
Assets$11K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FIRST GENERATION INVESTORS 401(K) PLAN | 401k | $20K | 4 | 2025 | |
| 001 | FIRST GENERATION INVESTORS INC | 401k | $11K | 1 | 2025 |
Retirement plans