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Original filing (PDF)20251014144549NAL0006398770001
G2 OPS, INC.
Form 5500
FILING_RECEIVED
G2 OPS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
134
Accounts w/ balance
135
Plan assets (EOY)
$8.2M
Net assets (EOY)
$8.2M
How this plan invests
This plan
26 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 (1 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for G2 OPS, INC..
Plan sponsor
Name
G2 OPS, INC.
EIN
20-2809350
Address
2829 GUARDIAN LANE, SUITE 150 · VIRGINIA BEACH, VA · 23452
Phone
(757) 965-8330
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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $470 | — |
Investments
26 direct securities· $8.3M(100% of reported assets)
Uncategorized
$6.5M
25 holdings
Mutual Funds
$1.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund - Admiral | Mutual Funds | — | — | $1.8M | 21.7% | |
| JP Morgan JPMorgan SmartRetirement 2040 R6 | — | — | — | $881K | 10.8% | |
| JP Morgan JPMorgan SmartRetirement 2055 R6 | — | — | — | $877K | 10.8% | |
| JP Morgan JPMorgan SmartRetirement 2030 R6 | — | — | — | $782K | 9.6% | |
| JP Morgan JPMorgan SmartRetirement 2060 R6 | — | — | — | $768K | 9.4% | |
| JP Morgan JPMorgan SmartRetirement 2020 R6 | — | — | — | $423K | 5.2% | |
| JP Morgan JPMorgan SmartRetirement 2050 R6 | — | — | — | $379K | 4.7% | |
| JP Morgan JPMorgan SmartRetirement 2035 R6 | — | — | — | $353K | 4.3% | |
| JP Morgan JPMorgan SmartRetirement 2045 R6 | — | — | — | $337K | 4.1% | |
| T. Rowe T. Rowe Price Growth Stock I | — | — | — | $317K | 3.9% | |
| JP Morgan JPMorgan SmartRetirement 2025 R6 | — | — | — | $308K | 3.8% | |
| JP Morgan J P Morgan Small Cap Growth R6 | — | — | — | $161K | 2.0% | |
| maturing through December 2029 - | — | — | — | $154K | 1.9% | |
| PARTICIPANT LOANS VARIOUS | — | — | $154K | $154K | 1.9% | |
| American Funds American Funds American Balanced R6 | — | — | — | $149K | 1.8% | |
| JP Morgan JPMorgan SmartRetirement Income R6 | — | — | — | $116K | 1.4% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $94K | 1.2% | |
| JP Morgan JPMorgan Mid Cap Growth R6 | — | — | — | $89K | 1.1% | |
| JP Morgan JPMorgan SmartRetirement 2065 R6 | — | — | — | $65K | 0.8% | |
| JP Morgan J P Morgan Equity Income R6 | — | — | — | $41K | 0.5% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $35K | 0.4% | |
| JP Morgan JPMorgan Emerging Mkts Eq R6 | — | — | — | $33K | 0.4% | |
| JP Morgan JPMorgan International Equity R6 | — | — | — | $9K | 0.1% | |
| JP Morgan JPMorgan US Government Mmkt Instl | — | — | — | $8K | <0.1% | |
| American Beacon American Beacon Small Cap Val R5 | — | — | — | $2K | <0.1% | |
| Invesco Real Estate R6 | — | — | — | $2K | <0.1% |
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