How big is CSI GEO, Inc.'s plan?

CSI GEO, Inc.'s plan reported $3.3M in assets and 43 participants for 2024.

Original filing (PDF)20251015151214NAL0005254993001

CSI GEO, Inc.

Name: CSI GEO, Inc. — CSI GEO, Inc. 401(k) Plan, Form 5500 (2024)
Creator: CSI GEO, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CSI GEO, Inc. 401(k) Plan

401(k) retirement plan · CSI GEO, Inc.'s CSI GEO, Inc. 401(k) Plan held $3.3M in plan assets for 43 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

William Price signed CSI GEO, Inc.'s 2024 Form 5500 as plan administrator.

William Price — 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

CSI GEO, Inc.'s EIN is 26-1171128.

EIN 26-1171128

Plan number 001

Plan year 2024

ACK ID 20251015151214NAL0005254993001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CSI GEO, 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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Plan health score

Above-average plan

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CSI GEO, INC.

EIN

all filings

Address

2394 ST JOHNS BLUFF RD S STE 200 · JACKSONVILLE, FL · 32246

Phone

(904) 641-1993

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

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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