Plan Snapshot
- Plan Sponsor: The Geological Society Of America
- Sponsor EIN: 131659623
- Sponsor Address: 3300 PENROSE PLACE, BOULDER, CO, 803011806
- Plan Type: 403(b)
- Total Participants: 61
- Total Assets: $15.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 61 | $15.2M | $324,365 | $477,813 |
| 2023 | 72 | $14.2M | $310,871 | $445,185 |
| 2022 | 66 | $14.3M | $303,319 | $457,871 |
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 |
|---|---|---|---|---|
| BROCK AND COMPANY CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROCK AND COMPANY CPAS P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $58,834 | $27,022 | $31,794 | — | — |
| 2023 | $53,868 | $24,775 | $29,068 | — | — |
| 2022 | $51,166 | — | $51,139 | — | — |