# Geotab Usa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/geotab-usa-inc-401k-plan

> Geotab Usa, INC.'s 401(k) plan: 329 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Geotab Usa, INC.

- **Sponsor EIN:** 331223787

- **Sponsor Address:** 621 NORTH AVENUE NORTHEAST, ATLANTA, GA, 30308

- **Plan Type:** 401(k)

- **Total Participants:** 329

- **Total Assets:** $21.5M

## 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|329|$21.5M|$1.3M|$2.5M|

| 2023|351|$16.2M|$1.1M|$2.2M|

| 2022|385|$10.9M|$1.0M|$1.9M|

## 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|

| TOWERS WATSON INVESTMENT SERVICES|INVESTMENT ADVISOR|$43,853|—|$43,853|

| JOHN HANCOCK LIFE INSURANCE COMPANY|RECORDKEEPER|$40,399|—|$40,399|

| METZ CPA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK LIFE INSURANCE COMPANY](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [METZ CPA, PLLC](https://planprovider.pro/provider/metz-cpa-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $84,252

- **Estimated Expense Ratio:** 0.392% 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|$84,252|$44,418|$39,834|—|—|

| 2023|$58,346|$23,941|$34,405|—|—|

| 2022|$68,247|$41,860|—|—|$26,387|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/geotab-usa-inc-401k-plan)

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