Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GENERATION PARTNERS, LLC
EIN 87-3811414Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$5.1M assets
Welfare
0
Participants
21
1204 S. OAK AVE., P.O. BOX 368 - MARSHFIELD, WI 54449715-387-8700
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.1M assets / 21 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#001
LIFESCAPE WEALTH RETIREMENT PLAN
401k
Assets$4.2M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GENERATION PARTNERS, LLC CASH BALANCE PLAN
CashBalance
Assets$896K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LIFESCAPE WEALTH RETIREMENT PLAN | 401k | $4.2M | 12 | 2024 | |
| 002 | GENERATION PARTNERS, LLC CASH BALANCE PLAN | CashBalance | $896K | 9 | 2025 |
Retirement plans