Plan Ledger DOL Form 5500 · updated monthly

Geo Services, LLC401(k)

GEO SERVICES, LLC 401(K) PLAN · KNOXVILLE, TN · plan year 2022

Reported admin expense ratio · 2022
0.09%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Geo Services, LLC reported $6,671 in plan administrative expenses for 2022: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,453 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Tennessee (990th of 1,496), and 3,688th of 5,337 in construction. In 2022, employees put in $2.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,405,750
Participants with balances106
Active participants166
Employer contributions$241,181
Employee contributions$510,716
Employer contribution per active participant$1,453
Average account balance$60,432
Benefits paid to participants$746,970
Plan auditUnmodified (clean) audit opinion
AuditorRODEFER MOSS CO.
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$6.4M · 106 accts · $241K emplr
Administrative expenses, itemized · 2022
Investment management$6,671
Total administrative$6,671
The Geo Services, LLC 401(k) match · 2022
Employer contribution per active participant$1,453
Median for plans this size$1,114

Geo Services, LLC's 2022 employer contribution ran above the $1,114 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$6,671 · 0.09%
Similar plansConstruction · Tennessee
Jones Contractors Inc. TN$7.3M · 0.22%
Maymead, Inc. TN$6.7M · 0.28%
Tindell's, Inc. TN$5.6M · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204030497 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.