Plan Snapshot
- Plan Sponsor: Geotex Construction Services, INC.
- Sponsor EIN: 311355179
- Sponsor Address: 6492 TAYLOR RD. SW, REYNOLDSBURG, OH, 43068
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 38
- Total Assets: $1,513
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 38 | $1,513 | $320,733 | $207,239 |
| 2023 | 47 | $41,626 | $223,665 | $130,931 |
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 |
|---|---|---|---|---|
| MCGOHAN BRABENDER | Investment Advisor | $18,550 | — | $18,550 |
| THE BENECON GROUP | Investment Advisor | $16,139 | — | $16,139 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $6,678 | — | $6,678 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,367
- Estimated Expense Ratio: 2734.104% 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 | $556,324 | — | — | — | — |
| 2023 | $333,037 | — | — | — | — |