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Original filing (PDF)20251015145124NAL0002604691001
GEIGER READY-MIX CO., INC.
Form 5500
FILING_RECEIVED
GEIGER READY-MIX CO., INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
224
Accounts w/ balance
282
Plan assets (EOY)
$24.4M
Net assets (EOY)
$24.4M
How this plan invests
This plan
1 pooled trust
Schedule D
1 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
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: NATIONWIDE LIFE INSURANCE (no filing on disk)]" is 100% of plan.
- 35 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 GEIGER READY-MIX CO., INC..
Plan sponsor
Name
GEIGER READY-MIX CO., INC.
EIN
48-0794640
Address
PO BOX 7190 · SHAWNEE MISSION, KS · 66207
Phone
(913) 648-5526
Industry
Constructionsee 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
2025-10-15
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2D · Offset of another plan
Audit & trust (Schedule H)
Auditor
MIZE CPAS INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $1K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TFB ADVISORS, LLC | 88-2289092 | OVERLAND PARK, KS | BROKER DEALER | $64K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TAX FAVORED BENEFITS, INC. | 48-0912395 | — | TPA | $16K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TN | 3(21) | $5K | — |
Investments
1 pooled fund· $22.0M(90% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NATIONWIDE LIFE INSURANCE NATIONWIDE LIFE INSURANCE · EIN 31-4156830 / PN 500 | Pooled Separate Account | — | — | $22.0M | 90.1% |