Scott Barden signed Geokon, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Geokon, Inc.'s EIN is 02-0346421.
Download the official 2024 Form 5500 (PDF) for Geokon, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Geokon, Inc.'s plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $5K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2030 Fund | Mutual Funds | — | — | $3.3M | 16.5% | |
| Fidelity Freedom Index 2035 Fund | Mutual Funds | — | — | $2.0M | 10.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.9M | 9.4% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $1.5M | 7.5% | |
| Fidelity Freedom Index 2025 Fund | Mutual Funds | — | — | $1.3M | 6.4% | |
| Fidelity Freedom Index 2050 Fund | Mutual Funds | — | — | $1.2M | 6.0% | |
| Fidelity Freedom Index 2040 Fund | Mutual Funds | — | — | $1.0M | 5.2% | |
| Fidelity Freedom Index 2045 Fund | Mutual Funds | — | — | $854K | 4.3% | |
| Fidelity Freedom Index 2055 Fund | Mutual Funds | — | — | $812K | 4.1% | |
| MFS Growth Fund R6 | Mutual Funds | — | — | $808K | 4.1% | |
| JPMorgan Core Plus Bond Fund Class R6 | Other securities | — | — | $758K | 3.8% | |
| Fidelity Freedom Index 2020 Fund | Mutual Funds | — | — | $675K | 3.4% | |
| Vanguard Mid-Cap Value Fund | Mutual Funds | — | — | $581K | 2.9% | |
| Fidelity Freedom Index Income Fund | Mutual Funds | — | — | $508K | 2.6% | |
| Fidelity Select Technology Portfolio | Mutual Funds | — | — | $394K | 2.0% | |
| Fidelity Freedom Index 2060 Fund | Mutual Funds | — | — | $311K | 1.6% | |
| Vanguard International Growth Fund | Mutual Funds | — | — | $299K | 1.5% | |
| American Century Small Cap Growth R6 | Other securities | — | — | $268K | 1.4% | |
| Vanguard Equity Income Fund | Mutual Funds | — | — | $267K | 1.4% | |
| Carillon Eagle Mid-Cap Growth R6 | Other securities | — | — | $232K | 1.2% | |
| Notes receivables from participants | Other securities | — | — | $228K | 1.2% | |
| Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $147K | 0.7% | |
| Vanguard Mid-Cap Value Index Fund | Common Collective Trusts | — | — | $120K | 0.6% | |
| Fidelity Freedom Index 2065 Fund | Mutual Funds | — | — | $105K | 0.5% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $89K | 0.5% | |
| DFA Emerging Markets I | Mutual Funds | — | — | $80K | 0.4% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $47K | 0.2% | |
| PIMCO International Bond (U.S. Dollar-Hedged) | Mutual Funds | — | — | $19K | <0.1% | |
| BlackRock Health Sciences Opportunities Fund | Other securities | — | — | $17K | <0.1% | |
| Fidelity Freedom Index 2010 Fund | Mutual Funds | — | — | $15K | <0.1% | |
| PIMCO Income Fund Insitutional Class | Mutual Funds | — | — | $12K | <0.1% | |
| MassMutual Short-Duration Bond Fund | Other securities | — | — | $10K | <0.1% | |
| American Century Small Cap Value R6 | Other securities | — | — | $151 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
