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Original filing (PDF)20250821131041NAL0004285329001
GEOTAB USA, INC.
Form 5500
FILING_RECEIVED
GEOTAB 401K PLAN
401(k) retirement plan
Active participants
329
Accounts w/ balance
296
Plan assets (EOY)
$21.5M
Net assets (EOY)
$21.5M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GEOTAB USA, INC..
Plan sponsor
Name
GEOTAB USA, INC.
EIN
33-1223787
Address
621 NORTH AVENUE NORTHEAST · SUITE C-170 · ATLANTA, GA · 30308
Phone
(702) 217-8100
Industry
All Other Professional 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
2025-08-21
Pension benefit codes
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
METZ CPA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $40K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON INVESTMENT SERVICES | 52-1868818 | — | INVESTMENT ADVISOR | $44K | — |
Investments
24 direct securities· $21.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2045 Target Date Retirement Fund Mutual fund | — | — | — | $2.6M | 12.3% | |
| Fidelity 500 Index Fund Mutual fund | — | — | — | $2.5M | 11.5% | |
| American Funds 2055 Target Date Retirement Fund Mutual fund | — | — | — | $2.4M | 11.1% | |
| American Funds 2050 Target Date Retirement Fund Mutual fund | — | — | — | $2.3M | 10.9% | |
| American Funds 2060 Target Date Retirement Fund Mutual fund | — | — | — | $1.7M | 8.0% | |
| American Funds 2030 Target Date Retirement Fund Mutual fund | — | — | — | $1.5M | 6.8% | |
| JP Morgan Large Growth Fund Mutual fund | — | — | — | $1.4M | 6.7% | |
| American Funds 2040 Target Date Retirement Fund Mutual fund | — | — | — | $1.3M | 6.0% | |
| American Funds 2035 Target Date Retirement Fund Mutual fund | — | — | — | $1.2M | 5.6% | |
| Vanguard Treasury Money Market Fund Money market fund | — | — | — | $701K | 3.3% | |
| American Funds 2025 Target Date Retirement Fund Mutual fund | — | — | — | $656K | 3.0% | |
| Franklin Dynatech Fund Mutual fund | — | — | — | $546K | 2.5% | |
| Fidelity Mid Cap Index Fund Mutual fund | — | — | — | $495K | 2.3% | |
| JP Morgan Core Plus Bond Fund Mutual fund | — | — | — | $404K | 1.9% | |
| Participant loans Interest rates from 5.25% to 10.50% $0 | — | — | — | $399K | 1.9% | |
| MFS Value Fund Mutual fund | — | — | — | $330K | 1.5% | |
| Fidelity Small Cap Index Fund Mutual fund | — | — | — | $264K | 1.2% | |
| American Funds 2065 Target Date Retirement Fund Mutual fund | — | — | — | $222K | 1.0% | |
| Fidelity International Index Fund Mutual fund | — | — | — | $174K | 0.8% | |
| Dodge & Cox International Stock Mutual fund | — | — | — | $145K | 0.7% | |
| BlackRock Emerging Markets Fund Mutual fund | — | — | — | $84K | 0.4% | |
| JPMorgan U.S. Government Money Market Fund Money market fund 11 Charles Schwab Brokerage Account Brokerage account | — | — | — | $73K | 0.3% | |
| American Funds 2020 Target Date Retirement Fund Mutual fund | — | — | — | $43K | 0.2% | |
| American Funds 2010 Target Date Retirement Fund Mutual fund | — | — | — | $5K | <0.1% |
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