Plan Snapshot
- Plan Sponsor: Geokon, INC.
- Sponsor EIN: 020346421
- Sponsor Address: 48 SPENCER STREET, LEBANON, NH, 037661363
- Plan Type: 401(k)
- Total Participants: 150
- Total Assets: $19.7M
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 | 150 | $19.7M | $444,257 | $951,520 |
| 2023 | 149 | $20.7M | $435,000 | $968,205 |
| 2022 | 145 | $16.6M | $414,371 | $926,083 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $32,887 | — | $32,887 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $5,241 | — | $5,241 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,128
- Estimated Expense Ratio: 0.194% 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 | $38,128 | $5,241 | — | — | — |
| 2023 | $35,623 | $4,954 | — | — | — |
| 2022 | $29,959 | $4,984 | — | — | — |