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Original filing (PDF)20251015133632NAL0009502930001
GEMINI INDUSTRIES INC.
Form 5500
FILING_RECEIVED
GEMINI INDUSTRIES INC PROFIT SHARING PLAN
401(k) retirement plan
Active participants
220
Accounts w/ balance
218
Plan assets (EOY)
$21.2M
Net assets (EOY)
$21.2M
How this plan invests
This plan
47 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GEMINI INDUSTRIES INC..
Plan sponsor
Name
GEMINI INDUSTRIES INC.
EIN
04-2917465
Address
10 BURLINGTON MALL ROAD · SUITE 210 · BURLINGTON, MA · 01803
Phone
(781) 203-0100
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRAY, GRAY & GRAY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
Investments
46 direct securities· $21.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth Fund Mutual Fund | — | — | — | $3.6M | 17.0% | |
| Fidelity Contrafund Fund Mutual Fund | — | — | — | $2.3M | 11.0% | |
| Fidelity Growth Company Fund Mutual Fund | — | — | — | $1.7M | 8.0% | |
| Fidelity Government Money Market Money Market Fund | — | — | — | $1.4M | 6.7% | |
| Fidelity OTC Portfolio Fund Mutual Fund | — | — | — | $1.1M | 5.2% | |
| Fidelity Total Market Index Mutual Fund | — | — | — | $814K | 3.8% | |
| Fidelity Freedom Index 2035 Mutual Fund | — | — | — | $623K | 2.9% | |
| Fidelity Freedom 2035 Fund Mutual Fund | — | — | — | $574K | 2.7% | |
| Fidelity Fund Mutual Fund | — | — | — | $546K | 2.6% | |
| Fidelity Dividend Growth Fund Mutual Fund | — | — | — | $506K | 2.4% | |
| Fidelity Overseas Fund Mutual Fund | — | — | — | $492K | 2.3% | |
| Fidelity International Index Mutual Fund | — | — | — | $484K | 2.3% | |
| Fidelity Puritan Fund Mutual Fund | — | — | — | $465K | 2.2% | |
| Fidelity Equity Income Fund Mutual Fund | — | — | — | $453K | 2.1% | |
| Fidelity Freedom 2030 Fund Mutual Fund | — | — | — | $448K | 2.1% | |
| Fidelity Intermediate Bond Fund Mutual Fund | — | — | — | $383K | 1.8% | |
| Fidelity Investor Growth Bond Fund Mutual Fund | — | — | — | $381K | 1.8% | |
| Fidelity Freedom Index 2030 Mutual Fund | — | — | — | $378K | 1.8% | |
| Fidelity Small Cap Discovery Fund Mutual Fund | — | — | — | $365K | 1.7% | |
| Fidelity Freedom Index 2045 Mutual Fund | — | — | — | $340K | 1.6% | |
| Fidelity Freedom 2025 Fund Mutual Fund | — | — | — | $318K | 1.5% | |
| Fidelity Equity Dividend Income Fund Mutual Fund | — | — | — | $314K | 1.5% | |
| Fidelity Freedom 2040 Fund Mutual Fund | — | — | — | $309K | 1.5% | |
| Fidelity Freedom 2050 Fund Mutual Fund | — | — | — | $258K | 1.2% | |
| Fidelity Freedom 2020 Fund Mutual Fund | — | — | — | $256K | 1.2% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $246K | 1.2% | |
| Fidelity Small Cap Value Mutual Fund | — | — | — | $220K | 1.0% | |
| Fidelity Extended Market Index Mutual Fund | — | — | — | $206K | 1.0% | |
| Fidelity Conservative Income Bond Mutual Fund | — | — | — | $183K | 0.9% | |
| Fidelity Freedom Index 2040 Mutual Fund | — | — | — | $167K | 0.8% | |
| Fidelity Mid Cap Stock Fund Mutual Fund | — | — | — | $154K | 0.7% | |
| Fidelity Diversified International Fund Mutual Fund | — | — | — | $144K | 0.7% | |
| Fidelity Real Estate Investors Mutual Fund | — | — | — | $124K | 0.6% | |
| Fidelity High Income Fund Mutual Fund | — | — | — | $104K | 0.5% | |
| Fidelity Large Cap Stock Fund Mutual Fund | — | — | — | $103K | 0.5% | |
| Fidelity Short Term Bond Fund Mutual Fund | — | — | — | $88K | 0.4% | |
| Maturing through 2029 - | — | — | — | $84K | 0.4% | |
| Fidelity Growth Strategy Fund Mutual Fund | — | — | — | $71K | 0.3% | |
| Fidelity Low Priced Stock Fund Mutual Fund | — | — | — | $70K | 0.3% | |
| Fidelity Value Strategy Fund Mutual Fund | — | — | — | $59K | 0.3% | |
| Fidelity Freedom Index 2050 Mutual Fund | — | — | — | $52K | 0.2% | |
| Fidelity Freedom Income Fund Mutual Fund | — | — | — | $48K | 0.2% | |
| Fidelity Value Fund Mutual Fund | — | — | — | $47K | 0.2% | |
| Fidelity Freedom 2045 Fund Mutual Fund | — | — | — | $34K | 0.2% | |
| Fidelity Freedom 2055 Fund Mutual Fund | — | — | — | $32K | 0.2% | |
| Fidelity Freedom Index 2025 Mutual Fund | — | — | — | $12K | <0.1% |
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