Plan Snapshot
- Plan Sponsor: Geozoning, INC.
- Sponsor EIN: 455233716
- Sponsor Address: 1215 19TH STREET, 2ND FLOOR, SACRAMENTO, CA, 95811
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 249
- Total Assets: $14.8M
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. |
|---|---|---|---|---|
| 2025 | 249 | $14.8M | $0 | $0 |
| 2024 | 197 | $8.5M | $734,288 | $1.5M |
| 2023 | 177 | $5.2M | $611,895 | $1.2M |
| 2022 | 141 | $2.7M | $349,360 | $686,147 |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Recordkeeper | $6,600 | — | $6,600 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,600
- Estimated Expense Ratio: 0.044% 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 |
|---|---|---|---|---|---|
| 2025 | $473,280 | — | $6,600 | — | — |
| 2024 | $4,605 | — | $4,605 | — | — |
| 2023 | $317,021 | — | — | — | — |
| 2022 | $73,384 | — | — | — | — |