Original filing (PDF)20251007092310NAL0004553009001

GEORGIA AQUARIUM, INC.

Name: GEORGIA AQUARIUM, INC. — GEORGIA AQUARIUM, INC. 401(K) PLAN, Form 5500 (2024)
Creator: GEORGIA AQUARIUM, INC.

Form 5500

FILING_RECEIVED

GEORGIA AQUARIUM, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

Corrective distributions issued

Active participants

577

Accounts w/ balance

752

Plan assets (EOY)

$21.5M

Net assets (EOY)

$21.5M

How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Decision-maker contacts

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

Plan sponsor

Name

GEORGIA AQUARIUM, INC.

EIN

58-2574918

Address

225 BAKER STREET · ATLANTA, GA · 30313

Phone

(404) 581-4059

Industry

Arts, Entertainment, Recreationsee 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

2025-10-07

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$53K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$8K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

32 direct securities· $21.5M(100% of reported assets)

Other securities

$21.3M

31 holdings

Bonds / Notes

$151K

1 holding

					% of plan
Vanguard 500 Index Fund - Admiral Mutual Fund	Other securities	—	—	$2.8M	12.9%
T. Rowe Price Retirement I 2040 I Mutual Fund	Other securities	—	—	$1.9M	9.0%
T. Rowe Price Retirement I 2050 I Mutual Fund	Other securities	—	—	$1.8M	8.2%
JP Morgan Large Cap Growth R6 Mutual Fund	Other securities	—	—	$1.7M	7.8%
T. Rowe Price Retirement I 2055 I Mutual Fund	Other securities	—	—	$1.6M	7.3%
Vanguard Mid Cap Index Adm Mutual Fund	Other securities	—	—	$1.3M	6.2%
T. Rowe Price Retirement I 2060 I Mutual Fund	Other securities	—	—	$1.2M	5.6%
T. Rowe Price Retirement I 2020 I Mutual Fund	Other securities	—	—	$1.0M	4.7%
MFS Intl Diversification R6 Mutual Fund	Other securities	—	—	$977K	4.5%
Dodge & Cox Income X Mutual Fund	Other securities	—	—	$870K	4.0%
T. Rowe Price Retirement I 2030 I Mutual Fund	Other securities	—	—	$845K	3.9%
T. Rowe Price Retirement I 2045 I Mutual Fund	Other securities	—	—	$836K	3.9%
Vanguard Equity-Income Adm Mutual Fund	Other securities	—	—	$825K	3.8%
MFS Mid Cap Growth R6 Mutual Fund	Other securities	—	—	$624K	2.9%
T. Rowe Price Retirement I 2035 I Mutual Fund	Other securities	—	—	$513K	2.4%
JHancock International Growth R6 Mutual Fund	Other securities	—	—	$506K	2.4%
MFS Mid Cap Value R6 Mutual Fund	Other securities	—	—	$456K	2.1%
Vanguard Small Cap Index Fund - Admiral Mutual Fund	Other securities	—	—	$384K	1.8%
EI Fixed Account - Series Class II Fixed Annuity	Other securities	—	—	$323K	1.5%
Vanguard Information Technology Idx Adm Mutual Fund	Other securities	—	—	$210K	1.0%
Cohen & Steers Instl Realty Shares Mutual Fund	Other securities	—	—	$193K	0.9%
Notes receivable from participants Bearing interest at 4.25%-9.50%	Bonds / Notes	—	—	$151K	0.7%
Janus Henderson Triton N Mutual Fund	Other securities	—	—	$151K	0.7%
T. Rowe Price Retirement I 2025 I Mutual Fund	Other securities	—	—	$88K	0.4%
American Funds New World R6 Mutual Fund	Other securities	—	—	$75K	0.4%
BlackRock Inflation Prted Bd BlackRock K Mutual Fund	Other securities	—	—	$57K	0.3%
Goldman Sachs Core Fixed Income R6 Mutual Fund	Other securities	—	—	$49K	0.2%
Allspring Special Small Cap Value R6 Mutual Fund	Other securities	—	—	$33K	0.2%
Vanguard FTSE Social Index Admiral Mutual Fund	Other securities	—	—	$32K	0.1%
Fidelity International Index Mutual Fund	Other securities	—	—	$21K	<0.1%
BlackRock Health Sciences Opps K Mutual Fund	Other securities	—	—	$9K	<0.1%
BlackRock High Yield Bond Portfolio K Mutual Fund	Other securities	—	—	$1K	<0.1%