Plan Snapshot
- Plan Sponsor: Geocon, Incorporated
- Sponsor EIN: 941750457
- Sponsor Address: 6960 FLANDERS DRIVE, SAN DIEGO, CA, 92121
- Plan Type: 401(k)
- Total Participants: 275
- Total Assets: $47.6M
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 | 275 | $47.6M | $516,323 | $2.5M |
| 2023 | 266 | $41.9M | $647,940 | $2.3M |
| 2022 | 253 | $34.8M | $710,137 | $2.2M |
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 |
|---|---|---|---|---|
| MMA SECURITIES LLC | INVESTMENT ADVISORY | $62,669 | $22 | $62,691 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $44,848 | — | $44,848 |
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMA SECURITIES LLC — INVESTMENT ADVISORY
- EISNERAMPER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $107,539
- Estimated Expense Ratio: 0.226% 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 | $106,093 | $62,669 | $43,424 | — | — |
| 2023 | $128,424 | $22,044 | $106,380 | — | — |
| 2022 | $121,520 | — | $121,520 | — | — |