How big is Gemini Industries Inc.'s plan?

Gemini Industries Inc.'s plan reported $21.2M in assets and 220 participants for 2024.

Original filing (PDF)20251015133632NAL0009502930001

Gemini Industries Inc.

Name: Gemini Industries Inc. — Gemini Industries Inc., Form 5500 (2024)
Creator: Gemini Industries Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Gemini Industries Inc. Profit Sharing Plan

401(k) retirement plan · Gemini Industries Inc.'s Gemini Industries Inc. Profit Sharing Plan held $21.2M in plan assets for 220 participants in 2024, with Fidelity as recordkeeper.

Active participants

220

Accounts w/ balance

218

Plan assets (EOY)

$21.2M

Net assets (EOY)

$21.2M

People on this filing

Angie Ulerio-Urbaez signed Gemini Industries Inc.'s 2024 Form 5500 as plan administrator.

Angie Ulerio-Urbaez — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Gemini Industries Inc.'s EIN is 04-2917465.

EIN 04-2917465

Plan number 001

Plan year 2024

ACK ID 20251015133632NAL0009502930001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gemini Industries Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gemini Industries Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

46 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

GEMINI INDUSTRIES INC.

EIN

all filings

Address

10 BURLINGTON MALL ROAD · SUITE 210 · BURLINGTON, MA · 01803

Phone

(781) 203-0100

Industry

Engineering Services· Professional & Technical Services

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$2K	—

Advisor / Consultant

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)

Mutual Funds

$20.0M

43 holdings

Common Collective Trusts

$1.1M

2 holdings

Other securities

$84K

1 holding

					% of plan
Fidelity Blue Chip Growth Fund Mutual Fund	Mutual Funds	—	—	$3.6M	17.0%
Fidelity Contrafund Fund Mutual Fund	Mutual Funds	—	—	$2.3M	11.0%
Fidelity Growth Company Fund Mutual Fund	Mutual Funds	—	—	$1.7M	8.0%
Fidelity Government Money Market Money Market Fund	Mutual Funds	—	—	$1.4M	6.7%
Fidelity OTC Portfolio Fund Mutual Fund	Mutual Funds	—	—	$1.1M	5.2%
Fidelity Total Market Index Mutual Fund	Common Collective Trusts	—	—	$814K	3.8%
Fidelity Freedom Index 2035 Mutual Fund	Mutual Funds	—	—	$623K	2.9%
Fidelity Freedom 2035 Fund Mutual Fund	Mutual Funds	—	—	$574K	2.7%
Fidelity Fund Mutual Fund	Mutual Funds	—	—	$546K	2.6%
Fidelity Dividend Growth Fund Mutual Fund	Mutual Funds	—	—	$506K	2.4%
Fidelity Overseas Fund Mutual Fund	Mutual Funds	—	—	$492K	2.3%
Fidelity International Index Mutual Fund	Mutual Funds	—	—	$484K	2.3%
Fidelity Puritan Fund Mutual Fund	Mutual Funds	—	—	$465K	2.2%
Fidelity Equity Income Fund Mutual Fund	Mutual Funds	—	—	$453K	2.1%
Fidelity Freedom 2030 Fund Mutual Fund	Mutual Funds	—	—	$448K	2.1%
Fidelity Intermediate Bond Fund Mutual Fund	Mutual Funds	—	—	$383K	1.8%
Fidelity Investor Growth Bond Fund Mutual Fund	Mutual Funds	—	—	$381K	1.8%
Fidelity Freedom Index 2030 Mutual Fund	Mutual Funds	—	—	$378K	1.8%
Fidelity Small Cap Discovery Fund Mutual Fund	Mutual Funds	—	—	$365K	1.7%
Fidelity Freedom Index 2045 Mutual Fund	Mutual Funds	—	—	$340K	1.6%
Fidelity Freedom 2025 Fund Mutual Fund	Mutual Funds	—	—	$318K	1.5%
Fidelity Equity Dividend Income Fund Mutual Fund	Mutual Funds	—	—	$314K	1.5%
Fidelity Freedom 2040 Fund Mutual Fund	Mutual Funds	—	—	$309K	1.5%
Fidelity Freedom 2050 Fund Mutual Fund	Mutual Funds	—	—	$258K	1.2%
Fidelity Freedom 2020 Fund Mutual Fund	Mutual Funds	—	—	$256K	1.2%
Fidelity US Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$246K	1.2%
Fidelity Small Cap Value Mutual Fund	Mutual Funds	—	—	$220K	1.0%
Fidelity Extended Market Index Mutual Fund	Mutual Funds	—	—	$206K	1.0%
Fidelity Conservative Income Bond Mutual Fund	Mutual Funds	—	—	$183K	0.9%
Fidelity Freedom Index 2040 Mutual Fund	Mutual Funds	—	—	$167K	0.8%
Fidelity Mid Cap Stock Fund Mutual Fund	Mutual Funds	—	—	$154K	0.7%
Fidelity Diversified International Fund Mutual Fund	Mutual Funds	—	—	$144K	0.7%
Fidelity Real Estate Investors Mutual Fund	Mutual Funds	—	—	$124K	0.6%
Fidelity High Income Fund Mutual Fund	Mutual Funds	—	—	$104K	0.5%
Fidelity Large Cap Stock Fund Mutual Fund	Mutual Funds	—	—	$103K	0.5%
Fidelity Short Term Bond Fund Mutual Fund	Mutual Funds	—	—	$88K	0.4%
Maturing through 2029 -	Other securities	—	—	$84K	0.4%
Fidelity Growth Strategy Fund Mutual Fund	Mutual Funds	—	—	$71K	0.3%
Fidelity Low Priced Stock Fund Mutual Fund	Mutual Funds	—	—	$70K	0.3%
Fidelity Value Strategy Fund Mutual Fund	Mutual Funds	—	—	$59K	0.3%
Fidelity Freedom Index 2050 Mutual Fund	Mutual Funds	—	—	$52K	0.2%
Fidelity Freedom Income Fund Mutual Fund	Mutual Funds	—	—	$48K	0.2%
Fidelity Value Fund Mutual Fund	Mutual Funds	—	—	$47K	0.2%
Fidelity Freedom 2045 Fund Mutual Fund	Mutual Funds	—	—	$34K	0.2%
Fidelity Freedom 2055 Fund Mutual Fund	Mutual Funds	—	—	$32K	0.2%
Fidelity Freedom Index 2025 Mutual Fund	Mutual Funds	—	—	$12K	<0.1%