Retirement plan

GENERATION YOU EMPLOYED, INC. RETIREMENT PLAN

Name: GENERATION YOU EMPLOYED, INC. - GENERATION YOU EMPLOYED, INC. RETIREMENT PLAN (2025) Form 5500
Creator: GENERATION YOU EMPLOYED, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GENERATION YOU EMPLOYED, INC. RETIREMENT PLAN, GENERATION YOU EMPLOYED, INC.

GENERATION YOU EMPLOYED, INC.EIN 47-1073442Plan #001PY 2025

601 PENNSYLVANIA AVE NW STE 900 - WASHINGTON, DC 200043647202-629-4410

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$3.6M

+29.6% from 2024

Total participants

0.0% from 2024

Average account balance

$87,293

+29.6% from 2024

Annual return

16.22%

+2.00 pp from 2024

Benchmarks

See 4,188 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort4,188 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.58M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$87K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

178.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$453K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.22%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$2616

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2G2L2M2T3D

Plan features

2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$107K

$4663 / participant

Other / not subdivided$107K100.0%

% of EOY assets

2.997%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$87,293

$147,556-40.8%

$129,031-32.3%

$198,609-56.0%

Participation rate

100.0%

77.2%+22.8pp

73.4%+26.6pp

82.4%+17.6pp

Annual return

16.22%

37.41%-21.2pp

34.67%-18.4pp

202.70%-186.5pp

Employer contribution / active EE

$6,920

$3,645+89.9%

$3,226+114.5%

$5,055+36.9%

Participant deferral / active EE

$12,767

$5,760+121.7%

$5,217+144.7%

$6,977+83.0%

Admin fee / account holder

$2,616

$15,467-83.1%

$13,208-80.2%

$19,030-86.3%

GENERATION YOU EMPLOYED, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GENERATION YOU EMPLOYED, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion