Plan Snapshot
- Plan Sponsor: Geo Services, LLC
- Sponsor EIN: 831594842
- Sponsor Address: 2726 WALNUT AVE, SIGNAL HILL, CA, 90755
- Plan Type: 401(k)
- Total Participants: 154
- Total Assets: $21.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 154 | $21.6M | $290,820 | $1.0M |
| 2023 | 120 | $20.7M | $370,775 | $1.2M |
| 2022 | 186 | $20.1M | $228,591 | $1.2M |
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 |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | $27,030 | — | $27,030 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,030
- Estimated Expense Ratio: 0.125% of plan assets
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 | $35,936 | $5,144 | — | $27,030 | — |
| 2023 | $9,680 | $6,442 | — | — | — |
| 2022 | $8,890 | $5,171 | — | — | — |