Plan Snapshot
- Plan Sponsor: Geddes And Company
- Sponsor EIN: 860358045
- Sponsor Address: 4550 NORTH 12TH STREET, PHOENIX, AZ, 850144291
- Plan Type: 401(k)
- Total Participants: 121
- Total Assets: $10.7M
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. |
|---|---|---|---|---|
| 2024 | 121 | $10.7M | $149,222 | $609,415 |
| 2023 | 116 | $9.6M | $140,991 | $559,736 |
| 2022 | 128 | $8.1M | $138,552 | $571,114 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2024 | $11,467 | — | — | — | — |
| 2023 | $16,127 | — | — | — | — |
| 2022 | $7,433 | — | $7,433 | — | — |