Plan Snapshot
- Plan Sponsor: Geis Construction, INC.
- Sponsor EIN: 341893819
- Sponsor Address: 10020 AURORA-HUDSON ROAD, STREETSBORO, OH, 44241
- Plan Type: 401(k)
- Total Participants: 106
- Total Assets: $14.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 106 | $14.7M | $227,264 | $834,234 |
| 2023 | 143 | $12.3M | $202,939 | $731,465 |
| 2022 | 206 | $10.8M | $189,645 | $681,986 |
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 |
|---|---|---|---|---|
| COHEN & COMPANY, LTD | 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 | $2,510 | — | $2,510 | — | — |
| 2023 | $17,699 | — | $17,699 | — | — |
| 2022 | $21,030 | — | $11,530 | — | $9,500 |