Kaitlyn McHenry signed Geopoint Surveying Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Geopoint Surveying Inc.'s EIN is 27-0786537.
Download the official 2024 Form 5500 (PDF) for Geopoint Surveying Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Geopoint Surveying Inc.'s 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 |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PSI ADVISORS LLC | 04-3046611 | TAMPA, FL | ADVISOR | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock iShares S&P 500 Index K | Common Collective Trusts | — | — | $1.4M | 22.1% | |
| American Century Am. Century Strat. Allocation Moderate R6 | Other securities | — | — | $1.3M | 19.9% | |
| MFS International Diversification R4 | Mutual Funds | — | — | $427K | 6.6% | |
| T. Rowe Price T. Rowe Price Retirement 2050 I Class | Other securities | — | — | $348K | 5.4% | |
| T. Rowe Price T. Rowe Price Retirement 2060 I Class | Other securities | — | — | $311K | 4.8% | |
| T. Rowe Price T. Rowe Price Retirement 2055 I Class | Other securities | — | — | $278K | 4.3% | |
| Participants Participant Loans Rates from 3.25% to 8.50% - | Bonds / Notes | — | — | $251K | 3.9% | |
| T. Rowe Price T. Rowe Price Retirement 2045 I Class | Other securities | — | — | $232K | 3.6% | |
| T. Rowe Price T. Rowe Price Retirement 2035 I Class | Other securities | — | — | $225K | 3.5% | |
| T. Rowe Price T. Rowe Price Retirement 2065 I Class | Other securities | — | — | $220K | 3.4% | |
| PGIM High Yield Fund R6 | Other securities | — | — | $202K | 3.1% | |
| T. Rowe Price T. Rowe Price Retirement 2030 I Class | Other securities | — | — | $163K | 2.5% | |
| T. Rowe Price T. Rowe Price Retirement 2040 I Class | Other securities | — | — | $162K | 2.5% | |
| American Century AmCen Ultra Fund R6 | Other securities | — | — | $153K | 2.4% | |
| T. Rowe Price T. Rowe Price Retirement 2010 I Class | Other securities | — | — | $144K | 2.2% | |
| Fidelity Advisor Focus Emerging Markets Z | Mutual Funds | — | — | $133K | 2.0% | |
| Vanguard Value Index Fund Admiral | Common Collective Trusts | — | — | $103K | 1.6% | |
| PGIM Jennison Mid Cap Growth R6 | Other securities | — | — | $78K | 1.2% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Fund Z | Other securities | — | — | $71K | 1.1% | |
| T. Rowe Price T. Rowe Price Retirement 2025 I Class | Other securities | — | — | $64K | 1.0% | |
| Conestoga Small Cap Inst | Other securities | — | — | $53K | 0.8% | |
| Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $34K | 0.5% | |
| Money Market Fund Vanguard Cash Reserves Federal Money Market Admiral | Mutual Funds | — | — | $26K | 0.4% | |
| DFA US Small Cap I | Mutual Funds | — | — | $25K | 0.4% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $22K | 0.3% | |
| Vanguard Mid-Cap Index Fund Admiral | Common Collective Trusts | — | — | $18K | 0.3% | |
| PIMCO Income I-2 | Mutual Funds | — | — | $9K | 0.1% | |
| Baird Asset Management Baird Core Plus Bond Fund Class Institutional | Other securities | — | — | $2K | <0.1% | |
| American Century Am. Century Strat. Allocation Aggressive R6 | Other securities | — | — | $2K | <0.1% | |
| MassMutual Inflation-Protected and Income Class I | Other securities | — | — | $2K | <0.1% | |
| DFA Am. Century Strat. Allocation Conservative R6 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA FIDUCIARY SERVICES, INC. | 47-1637791 | HAUPPAUGE, NY | CONTRACT ADMINISTRATOR | $10K | — |
