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Original filing (PDF)20250723105232NAL0001818035001
G2O, LLC
Form 5500
FILING_RECEIVED
G2O 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
189
Accounts w/ balance
382
Plan assets (EOY)
$42.1M
Net assets (EOY)
$42.1M
How this plan invests
This plan
1 pooled trust
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Blue Chip Growth Fund" is 27% of plan.
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for G2O, LLC.
Plan sponsor
Name
G2O, LLC
EIN
46-2424572
Address
5455 RINGS ROAD · SUITE 500 · DUBLIN, OH · 43017
Phone
(614) 523-3070
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GBQ PARTNERS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STONE HILL FIDUCIARY MANAGEMENT, L | 45-5608425 | — | INVESTMENT ADVISOR | $31K | — |
Investments
20 direct securities · 1 pooled fund· $42.7M(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
$41.9M
20 holdings
Common Collective Trust
$864K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth Fund | — | — | — | $11.5M | 27.3% | |
| Vanguard Wellesley Income Fund Investor | — | — | — | $5.8M | 13.7% | |
| Vanguard Growth & Income Fund | — | — | — | $4.2M | 10.0% | |
| JPMorgan Growth Advantage Fund-R6 | — | — | — | $3.5M | 8.3% | |
| BlockRock 80/20 Target Allocation Fund | — | — | — | $3.5M | 8.2% | |
| Fidelity Total Market Index Fund | — | — | — | $3.4M | 8.1% | |
| American Funds New Perspective Fund | — | — | — | $1.9M | 4.5% | |
| Vanguard Small Cap Growth Index Fund | — | — | — | $1.4M | 3.3% | |
| Columbia Dividend Income Fund | — | — | — | $1.4M | 3.3% | |
| JPMorgan Mid Cap Growth Fund | — | — | — | $1.2M | 2.9% | |
| Fidelity Total Bond Fund | — | — | — | $1.0M | 2.4% | |
| Federated Hermes Capital Preservation Fund ISP | — | — | — | $864K | 2.1% | |
| FH CAP PRESRVN ISP FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $864K | 2.1% | |
| American Funds American Funds American Balanced R6 | — | — | — | $593K | 1.4% | |
| Fidelity Stock Selector Small Cap Fund | — | — | — | $545K | 1.3% | |
| ClearBridge International Growth Fund | — | — | — | $491K | 1.2% | |
| Allspring Special Mid Cap Value Fund | — | — | — | $254K | 0.6% | |
| Cohen & Steers Real Estate Fund | — | — | — | $158K | 0.4% | |
| JPMorgan Undiscovered Managers Behavioral Value Fund | — | — | — | $133K | 0.3% | |
| Fidelity Asset Manager 20% Fund | — | — | — | $115K | 0.3% | |
| Victory Trivalent International Small Cap Fund | — | — | — | $49K | 0.1% |
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