Generant 401(k) match, vesting and fees
What Generant's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Baker Tilly Vantagen, LLC | Schedule C ↗ |
| Independent auditor | Pkf O'Connor Davies LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| Generant: employer contribution per participant | — | |
| Peer median | $1,847 |
| Generant: average balance | $93,974 | |
| Peer median | $65,512 |
| Generant: admin expenses ÷ assets | 0.16% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $9.5M at the end of plan year 2021 to $14.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 171 | $14.1M | — | — | 0.16% | Not published | Form 5500 ↗ |
| 2023 | 166 | $13.3M | — | — | 0.23% | Not published | Form 5500 ↗ |
| 2022 | 188 | $11.1M | — | — | 0.29% | Not published | Form 5500 ↗ |
| 2021 | 150 | $9.5M | — | — | 0.01% | Not published | Form 5500 ↗ |
Other Generant plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Generant Company, Inc. Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Financial Group | 2023 Schedule C ↗ |
| Independent auditor | Pkf O'Connor Davies, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
Common questions
Does Generant match 401(k) contributions?
The match terms for the Generant Company, Inc. 401(k) Profit Sharing Plan and Trust have not been published from its filing yet.
When is the Generant 401(k) match vested?
The vesting schedule for the Generant Company, Inc. 401(k) Profit Sharing Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Generant 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Baker Tilly Vantagen, LLC. The plan administrator is Generant Company, Inc..
I left Generant. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Generant Company, Inc., (973) 838-6500) or the recordkeeper, Baker Tilly Vantagen, LLC. The Generant old 401(k) page lists the contacts from every plan filing. Find an old Generant 401(k)
Data from the public Form 5500 annual reports Generant filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Generant. Not financial advice. Report a correction · Methodology