Original filing (PDF)20250929092524NAL0011110129001

GELEST, INC.

Name: GELEST, INC. — GELEST HOLDINGS 401(K) PLAN, Form 5500 (2024)
Creator: GELEST, INC.

Form 5500

FILING_RECEIVED

GELEST HOLDINGS 401(K) PLAN

401(k) retirement plan

Active participants

290

Accounts w/ balance

310

Plan assets (EOY)

$37.1M

Net assets (EOY)

$37.1M

How this plan invests

This plan

25 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Vendor stack

100

Participation health

100

Knocking points off

48 bps in Schedule C fees — 65% above peer band of 29 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GELEST, INC..

Plan sponsor

Name

GELEST, INC.

EIN

23-2499368

Address

11 EAST STEEL ROAD · MORRISVILLE, PA · 19067

Phone

(215) 547-1015

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

KREISCHER MILLER

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$95K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY	—	NEW YORK, NY	INVESTMENT ADVISOR	$70K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$13K	—
EMPOWER FINANCIAL SERVICES, INC.	—	GREENWOOD VILLAGE, CO	INVESTMENT	$10	—

Investments

25 direct securities· $37.1M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity 500 Index	—	—	—	$8.6M	23.1%
Fidelity Total Market Index	—	—	—	$4.2M	11.3%
TIAA TIAA-CREF Lifecycle Index 2025 Inst	—	—	—	$3.0M	8.0%
Fidelity Small Cap Index	—	—	—	$2.7M	7.4%
TIAA TIAA-CREF Lifecycle Index 2045 Inst	—	—	—	$2.1M	5.8%
ISHARES Msci Eafe Internatinal Index K	—	—	—	$2.1M	5.7%
TIAA TIAA-CREF Lifecycle Index 2055 Inst	—	—	—	$1.9M	5.2%
Empower Annuity Insurance Company EI Fixed Account- Series Class II	—	—	—	$1.6M	4.3%
Fidelity US Bond Index	—	—	—	$1.6M	4.3%
TIAA TIAA-CREF Lifecycle Index 2050 Inst	—	—	—	$1.2M	3.1%
TIAA TIAA-CREF Lifecycle Index 2030 Inst	—	—	—	$1.1M	3.0%
Fidelity Mid Cap Index	—	—	—	$1.0M	2.8%
TIAA TIAA-CREF Lifecycle Index 2040 Inst	—	—	—	$904K	2.4%
TIAA TIAA-CREF Lifecycle Index Ret Inc Inst	—	—	—	$792K	2.1%
Fidelity Fidelty Inflation Protected Bond Index	—	—	—	$668K	1.8%
TIAA TIAA-CREF Lifecycle Index 2035 Inst	—	—	—	$602K	1.6%
Fidelity Emerging Markets Index	—	—	—	$567K	1.5%
Fidelity Large Cap Value Index	—	—	—	$557K	1.5%
Empower SDB	—	—	—	$468K	1.3%
TIAA TIAA-CREF Lifecycle Index 2060 Inst	—	—	—	$399K	1.1%
TIAA TIAA-CREF Lifecycle Index 2065 Inst	—	—	—	$356K	1.0%
Participant loans Interest rates ranging from 3.25% to 8.50%	—	—	—	$347K	0.9%
American Century American Century Real Estate R6	—	—	—	$184K	0.5%
Loomis Sayles Loomis Sayles Investment Grade Bond N	—	—	—	$45K	0.1%
PGIM Jennison Natural Resources R6	—	—	—	$40K	0.1%