Sponsor portfolio
GENERATIONS TAX & WEALTH MANAG
EIN 85-4203137Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$39K assets
Welfare
0
Participants
13
3903 NORTHDALE BLVD STE 270E - TAMPA, FL 336241889813-731-8399
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 TAX & WEALTH MANAG 401(K) PROFIT SHARING PLAN & TRUST | 401k | $39K | 13 | 2025 |
Retirement plans