Filings through .
401(k) Generation
Matched across 8 name variants in the filings
401(k) Generation summary
401(k) Generation appears on 40 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $3.0B in assets for 774,210 participants. The median client plan holds $3.1M. Most client plans are sponsored in CA, FL and NY. The largest clients by plan assets are Paychex Retirement LLC, Aspirion Health Resources and Symplicity Corporation. Plans reported $984K in direct and indirect compensation paid to 401(k) Generation. The median is $10K per plan.
- Participants
- 774,210
- Median plan assets
- $3.1M
- Median plan participants
- 220
- Median fees per plan
- $10K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Paychex Retirement LLC | NY | $2.8B | 759,234 |
| Aspirion Health Resources | GA | $30.0M | 1,513 |
| Symplicity Corporation | VA | $21.4M | 210 |
| Calliditas NA Enterprises Inc | NY | $12.8M | 190 |
| Zoo Med Laboratories Inc | CA | $10.3M | 188 |
| True North Medical Group LLC | PA | $10.2M | 264 |
| Paycargo LLC | FL | $9.6M | 203 |
| States Newsroom | DC | $9.5M | 264 |
| Palmas Services LLC | FL | $6.7M | 299 |
| Prohealth Home Care Inc | CA | $6.5M | 476 |
| Ahsc Holdings LLC | TN | $6.2M | 2,107 |
| Wholistic Management Inc | MD | $6.0M | 321 |
| Illfonic Inc | CO | $5.7M | 89 |
| Vinfast Auto LLC | CA | $5.5M | 297 |
| Parker Fasteners LLC | AZ | $4.8M | 209 |
| NW Natural Water Company LLC | OR | $4.7M | 225 |
| Palmer Mfg & Tank Inc | KS | $3.3M | 71 |
| Coronado Brewing Company Inc | CA | $3.2M | 204 |
| Stewart Materials LLC | FL | $3.2M | 132 |
| Kith Retail LLC | NY | $3.1M | 780 |
| Valor IT Inc | AZ | $3.0M | 615 |
| Historic Palm LLC | AZ | $2.8M | 185 |
| F H Cann & Associates Inc | MA | $2.7M | 825 |
| Sungrow Albion LLC | NY | $2.5M | 228 |
| Evalgroup LLC | CA | $2.3M | 206 |
- NYParticipants 759,234
- GAParticipants 1,513
- Symplicity Corporation$21.4MVAParticipants 210
- NYParticipants 190
- Zoo Med Laboratories Inc$10.3MCAParticipants 188
- PAParticipants 264
- Paycargo LLC$9.6MFLParticipants 203
- States Newsroom$9.5MDCParticipants 264
- Palmas Services LLC$6.7MFLParticipants 299
- CAParticipants 476
- Ahsc Holdings LLC$6.2MTNParticipants 2,107
- MDParticipants 321
- Illfonic Inc$5.7MCOParticipants 89
- Vinfast Auto LLC$5.5MCAParticipants 297
- Parker Fasteners LLC$4.8MAZParticipants 209
- ORParticipants 225
- KSParticipants 71
- CAParticipants 204
- FLParticipants 132
- Kith Retail LLC$3.1MNYParticipants 780
- Valor IT Inc$3.0MAZParticipants 615
- Historic Palm LLC$2.8MAZParticipants 185
- MAParticipants 825
- Sungrow Albion LLC$2.5MNYParticipants 228
- Evalgroup LLC$2.3MCAParticipants 206
Top client states
- CA8 plans
- FL5 plans
- NY4 plans
- AZ3 plans
- CO2 plans
Frequently asked questions
- Who uses 401(k) Generation?
- 40 retirement plans list 401(k) Generation as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Paychex Retirement LLC, Aspirion Health Resources, Symplicity Corporation, Calliditas NA Enterprises Inc and Zoo Med Laboratories Inc. Most client plans are sponsored in CA, FL and NY.
- How many plans does 401(k) Generation serve?
- 401(k) Generation serves 40 retirement plans with $3.0B in plan assets and 774,210 participants, based on the latest Form 5500 filings through 2024.
- What does 401(k) Generation charge?
- Plans reported $984K in total Schedule C compensation paid to 401(k) Generation. The median plan paid $10K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served40+3 YoYRank #434 of mapped providers
Assets under administration$3.0B0.0%Rank #3424 by share of filed assets
Fees received$983,545Median $9,552/planSum across Schedule C direct + indirect
Net wins YoY+315 won - 12 lostPlan-level switch detection
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