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Original filing (PDF)20250924184322NAL0007841537001
GECKO ROBOTICS, INC.
Form 5500
FILING_RECEIVED
GECKO ROBOTICS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
~82 bps in Sched C fees6 service providers
Active participants
241
Accounts w/ balance
245
Plan assets (EOY)
$11.8M
Net assets (EOY)
$11.8M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 82 bps in Schedule C fees — 184% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GECKO ROBOTICS, INC..
Plan sponsor
Name
GECKO ROBOTICS, INC.
EIN
81-0822300
Address
100 S COMMONS · SUITE 145 · PITTSBURGH, PA · 15212
Phone
(412) 407-2444
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-09-24
Pension benefit codes
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
GROSSMAN YANAK & FORD LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $30K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $29K | — |
| GALLAGHER BENEFIT SERVICES INC | — | CLEVELAND, OH | INVESTMENT ADVISOR | $4K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M2B RETIREMENT CONSULTING LLC | — | WEXFORD, PA | TPA | $1K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GROSSMAN YANK & FORD LLP | — | PITTSBURGH, PA | AUDITOR | $22K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $12K | — |
Investments
28 direct securities· $11.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $2.1M | 17.9% | |
| American Funds 2055 Target Date Retirement Fund | — | — | — | $1.6M | 13.4% | |
| American Funds 2045 Target Date Retirement Fund | — | — | — | $1.3M | 11.1% | |
| American Funds 2060 Target Date Retirement Fund | — | — | — | $1.1M | 9.5% | |
| American Funds New World Fund | — | — | — | $845K | 7.2% | |
| JP Morgan Large Cap Growth Fund | — | — | — | $672K | 5.7% | |
| American Funds 2050 Target Date Retirement Fund | — | — | — | $665K | 5.6% | |
| Empower International Value Fund | — | — | — | $413K | 3.5% | |
| JP Morgan Equity Index Fund | — | — | — | $413K | 3.5% | |
| Fidelity Nasdaq Composite Index Fund | — | — | — | $381K | 3.2% | |
| Empower S&P Small Cap 600 | — | — | — | $364K | 3.1% | |
| Empower Guaranteed Interest Fund | — | — | — | $318K | 2.7% | |
| American Funds American Mutual Fund | — | — | — | $226K | 1.9% | |
| American Funds 2040 Target Date Retirement Fund | — | — | — | $178K | 1.5% | |
| Fidelity Advisor Dividend Growth | — | — | — | $166K | 1.4% | |
| Fidelity Small Cap Growth Index Fund | — | — | — | $161K | 1.4% | |
| American Century Small Cap Value | — | — | — | $121K | 1.0% | |
| PIMCO Real Return Fund | — | — | — | $117K | 1.0% | |
| American Funds 2030 Target Date Retirement Fund | — | — | — | $98K | 0.8% | |
| American Funds Washington Mutual Fund | — | — | — | $98K | 0.8% | |
| PGIM Total Return Bond Fund | — | — | — | $96K | 0.8% | |
| Franklin International Growth Fund | — | — | — | $78K | 0.7% | |
| American Funds 2035 Target Date Retirement Fund | — | — | — | $64K | 0.5% | |
| MFS Emerging Markets Debt Fund | — | — | — | $57K | 0.5% | |
| Federated Hermes High Yield Bond | — | — | — | $54K | 0.5% | |
| PIMCO International Bond Fund | — | — | — | $33K | 0.3% | |
| Lord Abbett Income Fund | — | — | — | $22K | 0.2% | |
| Lord Abbett Developing Growth Fund | — | — | — | $15K | 0.1% |
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