Plan Ledger DOL Form 5500 · updated monthly

Geologic Associates401(k)

GEOLOGIC ASSOCIATES 401K PROFIT SHARING PLAN · ONTARIO, CA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Geologic Associates reported $43,819 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,588 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.

Across the 2 years on file its reported administrative ratio fell from 0.06% to 0.05%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,117th-largest of 9,483 plans among California employers on file, and the 1,700th of 11,654 in professional & technical services. In 2024, employees put in $2.24 for every $1.00 the employer contributed; active participation has grown from 256 to 302 since 2022.

Plan summary
Net assets, end of year$88,122,876
Participants with balances401
Active participants302
Employer contributions$1,385,519
Employee contributions$3,104,290
Employer contribution per active participant$4,588
Average account balance$219,758
Benefits paid to participants$2,321,194
Plan auditDisclaimer of opinion
AuditorRJI INTERNATIONAL CPA'S
Plan history3
Yearassets · accounts · employer contribution
2024$88.1M · 401 accts · $1.4M emplr
2023$73.9M · 363 accts · $1.3M emplr
2022$60.7M · 348 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,335
Investment management$10,261
Total administrative$43,819
The Geologic Associates 401(k) match · 2024
Employer contribution per active participant$4,588
Median for plans this size$3,635
2024$4,588 per active participant
2023$4,701 per active participant
2022$4,557 per active participant

Geologic Associates's 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$8,735
VOYA RETIRMENT INS & ANNUITY CO · Investment advisory (plan)indirect comp
MORNINGSTAR · Investment advisory (plan)indirect comp
ACTUARIAL BENEFITS CORP · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$43,819 · 0.05%
2023$43,174 · 0.06%
2022$38,603 · 0.06%
Similar plansProfessional & Technical Services · California
Swa Group CA$89.0M · 0.02%
Tri Holdco, Inc. CA$88.4M · 0.07%
Pfu America, Inc. CA$88.3M · 0.03%
Bridgebio Services, Inc. CA$88.0M · 0.04%
Pagerduty, Inc. CA$87.6M · 0.04%
Cast & Crew LLC CA$87.6M · 0.02%
Hmc Group CA$87.4M · 0.23%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 954313020 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.