Original filing (PDF)20260223085513NAL0001065857001

Geater Machining & Manufacturing Co., Inc.

Name: Geater Machining & Manufacturing Co., Inc. — Form 5500 Plan 002 (2025)
Creator: Geater Machining & Manufacturing Co., Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Geater Machining & Manufacturing Co., Inc. Retirement Savings Plan

401(k) retirement plan · Geater Machining & Manufacturing Co., Inc.'s Geater Machining & Manufacturing Co., Inc. Retirement Savings Plan filed a Form 5500 for plan year 2025, with EPIC Retirement Plan Services as recordkeeper.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GEATER MACHINING & MANUFACTURING CO., INC..

Plan sponsor

Name

GEATER MACHINING & MANUFACTURING CO., INC.

EIN

42-0885471all filings

Address

901 12TH STREET, N.E. · INDEPENDENCE, IA · 50644

Phone

(319) 334-6026

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-08-31

Filed

2026-02-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EPIC RETIREMENT PLAN SERVICES	16-1450952	—	NONE	$19K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE ACCEL GROUP	47-2112548	—	NONE	$20K	—
CHARLES SCHWAB & CO., INC.	94-1737782

Investments

1 pooled fund· $0

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.