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Original filing (PDF)20250926160301NAL0008740801001
GEOSPACE TECHNOLOGIES CORPORATION
Form 5500
FILING_RECEIVED
GEOSPACE TECHNOLOGIES CORPORATION EMPLOYEES' 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
470
Accounts w/ balance
563
Plan assets (EOY)
$66.9M
Net assets (EOY)
$66.9M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
100
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GEOSPACE TECHNOLOGIES CORPORATION.
Plan sponsor
Name
GEOSPACE TECHNOLOGIES CORPORATION
EIN
76-0447780
Address
7007 PINEMONT DRIVE · HOUSTON, TX · 770406601
Phone
(713) 986-4444
Industry
Manufacturingsee 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
2025-09-26
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CROWE LLP
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 | -$47K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $25K | — |
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $5K | — |
Investments
30 direct securities· $66.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity BrokerageLink Self-directed brokerage | — | — | — | $10.0M | 14.9% | |
| Fidelity 500 Index Fund Mutual fund | — | — | — | $6.2M | 9.2% | |
| Party in Identity of Issue, Borrower, Description of (d) Current Interest Lessor, or Similar Party Investment Cost Value * Fidelity Government Cash Reserve Money market fund | — | — | — | $6.2M | 9.2% | |
| American Funds 2040 Target Date Retirement Fund R6 Mutual fund | — | — | — | $6.0M | 8.9% | |
| American Funds 2030 Target Date Retirement Fund R6 Mutual fund | — | — | — | $5.7M | 8.6% | |
| American Funds 2020 Target Date Retirement Fund R6 Mutual fund | — | — | — | $5.5M | 8.3% | |
| American Funds 2035 Target Date Retirement Fund R6 Mutual fund | — | — | — | $5.5M | 8.2% | |
| American Funds 2025 Target Date Retirement Fund R6 Mutual fund | — | — | — | $3.2M | 4.8% | |
| JPMorgan MId Cap Growth Fund Class R6 Mutual fund | — | — | — | $2.9M | 4.4% | |
| JPMorgan Large Cap Growth Fund Class R6 Mutual fund | — | — | — | $2.0M | 3.0% | |
| American Funds 2045 Target Date Retirement Fund R6 Mutual fund | — | — | — | $1.7M | 2.5% | |
| American Funds 2010 Target Date Retirement Fund R6 Mutual fund | — | — | — | $1.6M | 2.4% | |
| American Funds 2015 Target Date Retirement Fund R6 Mutual fund | — | — | — | $1.5M | 2.3% | |
| 4.25% - 9.50% | — | — | — | $1.5M | 2.2% | |
| Dodge & Cox Income Fund Mutual fund | — | — | — | $1.4M | 2.1% | |
| American Funds 2055 Target Date Retirement Fund R6 Mutual fund | — | — | — | $1.0M | 1.5% | |
| Dodge & Cox Stock Fund Mutual fund | — | — | — | $1.0M | 1.5% | |
| American Funds 2050 Target Date Retirement Fund R6 Mutual fund | — | — | — | $835K | 1.2% | |
| Westwood Small Cap Fund Institutional Class Mutual fund | — | — | — | $515K | 0.8% | |
| Fidelity International Index Fund Mutual fund | — | — | — | $457K | 0.7% | |
| JPMorgan Mid Cap Value Fund Class L Mutual fund | — | — | — | $443K | 0.7% | |
| T. Rowe Price Overseas Stock Fund I Class Mutual fund | — | — | — | $352K | 0.5% | |
| American Funds 2060 Target Date Retirement Fund R6 Mutual fund | — | — | — | $303K | 0.5% | |
| First Eagle Global Fund Class R6 Mutual fund | — | — | — | $240K | 0.4% | |
| Fidelity Mid Cap Index Fund Mutual fund | — | — | — | $199K | 0.3% | |
| American Funds 2065 Target Date Retirement Fund R6 Mutual fund | — | — | — | $173K | 0.3% | |
| Invesco Oppenheimer International Small-Mid Company Fund Class Y Mutual fund | — | — | — | $138K | 0.2% | |
| Fidelity Small Cap Index Fund Mutual fund | — | — | — | $122K | 0.2% | |
| Fidelity U.S. Bond Index Fund Mutual fund | — | — | — | $55K | <0.1% | |
| American Funds 2070 Target Date Retirement Fund R6 Mutual fund | — | — | — | $6K | <0.1% |
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