Micah D. Bennett signed Geisinger System Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Geisinger System Services' EIN is 23-2164794.
Download the official 2024 Form 5500 (PDF) for Geisinger System Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Geisinger System Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTL OPERS CO | 04-2647786 | — | RECORDKEEPER | $916K | — |
| FIDELITY INVESTMENTS INSTL OPERS | 04-2647786 | — | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| BAKER TILLY VIRCHOW KRAUSE LLP |
| 30-1413433 |
| WILLIAMSPORT, PA |
| ACCOUNTANT/AUDITOR |
| $22K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH & DOWNEY | 52-1833270 | — | NONE | $575 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Plus N/R | Mutual Funds | — | — | $283.8M | 9.6% | |
| Fidelity Investments Fidelity Freedom Index 2040 R N/R | Mutual Funds | — | — | $281.8M | 9.5% | |
| FID FRDM INX 2040 R FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $281.8M | 9.5% | |
| Collective Trust Funds * Fidelity Investments Fidelity Freedom Index 2030 R N/R | Common Collective Trusts | — | — | $280.5M | 9.5% | |
| FID FRDM INX 2030 R FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $280.5M | 9.5% | |
| Fidelity Investments Fidelity Freedom Index 2050 R N/R | Mutual Funds | — | — | $277.6M | 9.4% | |
| FID FRDM INX 2050 R FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $277.6M | 9.4% | |
| Fidelity Investments Fidelity Freedom Index2035 R N/R | Mutual Funds | — | — | $269.5M | 9.1% | |
| FID FRDM INX 2035 R FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $269.5M | 9.1% | |
| Fidelity Investments Fidelity Freedom Index 2045 R N/R | Mutual Funds | — | — | $259.2M | 8.8% | |
| FID FRDM INX 2045 R FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $259.2M | 8.8% | |
| FID GROWTH CO POOL FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 135 | Common Collective Trust | — | — | $225.2M | 7.6% | |
| Fidelity Investments Fidelity Freedom Index 2055 R N/R | Mutual Funds | — | — | $190.8M | 6.4% | |
| FID FRDM INX 2055 R FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $190.8M | 6.4% | |
| Fidelity Investments Fidelity Freedom Index 2025 R N/R | Mutual Funds | — | — | $174.5M | 5.9% | |
| FID FRDM INX 2025 R FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $174.5M | 5.9% | |
| Fidelity Investments Fidelity Freedom Index 2060 R N/R | Mutual Funds | — | — | $94.7M | 3.2% | |
| FID FRDM INX 2060 R FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $94.7M | 3.2% | |
| Fidelity Investments Fidelity Freedom Index 2020 R N/R | Mutual Funds | — | — | $85.7M | 2.9% | |
| FID FRDM INX 2020 R FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $85.7M | 2.9% | |
| Fidelity Investments Fidelity Freedom Index 2015 R N/R | Mutual Funds | — | — | $44.3M | 1.5% | |
| FID FRDM INX 2015 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $44.3M | 1.5% | |
| Vanguard Mid Cap Index Fund - Institutional Shares N/R | Common Collective Trusts | — | — | $43.9M | 1.5% | |
| Participant Loans Interest rates: 3.25% - 9.50% $0 | Bonds / Notes | — | — | $35.2M | 1.2% | |
| John Hancock John Hancock Discipline Value R6 N/R | Other securities | — | — | $33.9M | 1.1% | |
| TCW TWC/MW Total Return CIT N/R | Common Collective Trusts | — | — | $33.9M | 1.1% | |
| TCW MULTIPLE INVESTMENT TRUST SEI TRUST COMPANY · EIN 26-3015340 / PN 030 | Common Collective Trust | — | — | $33.9M | 1.1% | |
| JP Morgan Chase JP Morgan Midcap Value Individual Shares N/R | Other securities | — | — | $31.4M | 1.1% | |
| Fidelity Investments Fidelity International Discovery Fund K6 N/R | Mutual Funds | — | — | $30.4M | 1.0% | |
| FID FRDM INX 2065 R FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $29.7M | 1.0% | |
| Fidelity Investments Fidelity Freedom Index 2065 R N/R | Mutual Funds | — | — | $29.7M | 1.0% | |
| Vanguard Small Cap Index- Institutional Shares N/R | Mutual Funds | — | — | $25.6M | 0.9% | |
| T. Rowe Price T. Rowe Price Mid Cap Growth Fund N/R | Other securities | — | — | $24.1M | 0.8% | |
| Vanguard Total Bond Market Index - Institutional Shares N/R | Mutual Funds | — | — | $22.2M | 0.8% | |
| Fidelity Investments Fidelity International Index N/R | Mutual Funds | — | — | $20.9M | 0.7% | |
| JP Morgan Chase JP Morgan Chase, Synthetic GIC with Global Wrap, 2,5820% N/R | Stable Value | — | — | $15.2M | 0.5% | |
| Prudential Insurance Company Prudential Insurance Co. of America, Synthetic GIC with Global Wrap, 2.5820% N/R | Stable Value | — | — | $13.5M | 0.5% | |
| Transamerica Corporation Transamerica Premier Life, Synthetic GIC with Global Wrap, 2.5820% N/R | Stable Value | — | — | $12.2M | 0.4% | |
| Fidelity Investments Fidelity Freedom Index 2010 R N/R | Mutual Funds | — | — | $11.8M | 0.4% | |
| FID FRDM INX 2010 R FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $11.8M | 0.4% | |
| Nationwide Life Insurance Company Nationwide Life Insurance Co., Synthetic GIC with Global Wrap, 2.5920% N/R | Stable Value | — | — | $11.5M | 0.4% | |
| Massachusetts Mutual Life Insurance Company MassMutual Life Insurance Co., Synthetic GIC with Global Wrap, 2.5820% N/R | Stable Value | — | — | $9.9M | 0.3% | |
| Metropolitan Life Insurance Company Metropolitan Life Insurance Co., Synthetic GIC with Global Wrap, 2.5820% N/R | Stable Value | — | — | $9.6M | 0.3% | |
| Pacific Life Insurance Company Pacific Life Insurance Co., Synthetic GIC with Global Wrap, 2.5820% N/R | Stable Value | — | — | $9.6M | 0.3% | |
| Loomis Small Cap Growth N/R | Other securities | — | — | $9.4M | 0.3% | |
| American General Life American General Life, Synthetic GIC with Global Wrap, 2.5820% N/R | Stable Value | — | — | $9.3M | 0.3% | |
| Goldman Sachs Victory S SM CO OP N/R | Common Stocks | — | — | $9.1M | 0.3% | |
| State Street Bank and Trust Company State Street Bank & Trust Co. Boston, Synthetic GIC with Global Wrap, 2.5820% N/R | Stable Value | — | — | $8.7M | 0.3% | |
| Fidelity Investments Fidelity Freedom Index INC R N/R | Mutual Funds | — | — | $6.4M | 0.2% | |
| FID FRDM INX INCOME R FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $6.4M | 0.2% |