Plan Snapshot
- Plan Sponsor: The Geo Group, INC.
- Sponsor EIN: 650043078
- Sponsor Address: 4955 TECHNOLOGY WAY, BOCA RATON, FL, 33431
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 17,624
- Total Assets: $320.9M
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 | 17,624 | $320.9M | $0 | $0 |
| 2024 | 14,192 | $276.2M | $8.2M | $24.7M |
| 2023 | 14,170 | $239.3M | $7.3M | $23.5M |
| 2022 | 13,623 | $199.1M | $6.9M | $22.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Other Service Provider | $606,771 | — | $606,771 |
| CREATIVE PLANNING LLC | Other Service Provider | $55,417 | — | $55,417 |
| CREATIVE PLANNING HOLDCO LLC DBA CR | Other Service Provider | $18,290 | — | $18,290 |
| MORRIS MANNING & MARTIN LLP | Other Service Provider | $7,270 | — | $7,270 |
| SEYFARTH SHAW LLP | Other Service Provider | $5,316 | — | $5,316 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $693,064
- Estimated Expense Ratio: 0.216% 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 | $37,462,433 | $73,707 | — | — | — |
| 2024 | $695,587 | — | — | $85,042 | — |
| 2023 | $582,261 | $69,993 | — | — | — |
| 2022 | $406,027 | $67,954 | $199,898 | — | $50,430 |