Plan Snapshot
- Plan Sponsor: Geater Machining & Manufacturing Co., INC.
- Sponsor EIN: 420885471
- Sponsor Address: 901 12TH STREET, N.E., INDEPENDENCE, IA, 50644
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 294 | $17.9M | $829,060 | $1.0M |
| 2023 | 302 | $14.5M | $719,477 | $830,410 |
| 2022 | 283 | $11.4M | $564,430 | $781,001 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BGHN ASSOCIATES, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BGHN ASSOCIATES, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $38,967 | $19,794 | — | — | — |
| 2024 | $64,815 | $35,497 | — | — | — |
| 2023 | $55,699 | $30,222 | — | — | — |
| 2022 | $50,370 | $31,429 | — | — | — |