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Original filing (PDF)20251231084722NAL0019783489001
GEE GROUP INC.
Form 5500
FILING_RECEIVED
GEE GROUP INC. INCENTIVE SAVINGS PLAN
401(k) retirement plan
Signals · 1
50% in single holding
Active participants
1,128
Accounts w/ balance
390
Plan assets (EOY)
$22.4M
Net assets (EOY)
$22.4M
How this plan invests
This plan
1 pooled trust
Schedule D
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "Total b" is 50% of plan.
- Only 35% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GEE GROUP INC..
Plan sponsor
Name
GEE GROUP INC.
EIN
36-6097429
Address
7751 BELFORT PARKWAY · SUITE 150 · JACKSONVILLE, FL · 32256
Phone
(904) 512-7504
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2025-12-31
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $38K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $24K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $5K | — |
Investments
5 direct securities · 1 pooled fund· $44.8M(100% of reported assets)
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.
Uncategorized
$44.7M
5 holdings
Common Collective Trust
$73K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Total b | — | — | — | $22.4M | 99.9% | |
| Dreyfus Government Cash Management | — | — | — | $21.8M | 97.4% | |
| Lincoln Stable Value Account | — | — | — | $404K | 1.8% | |
| Participant loans Interest Rates range from 3.25% - | — | — | — | $101K | 0.4% | |
| Fidelity Management Trust Company Fidelity Managed Income | — | — | — | $73K | 0.3% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $73K | 0.3% |
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