How big is Geometry LLC's plan?

Geometry LLC's plan reported $108K in assets and 37 participants for 2025.

Original filing (PDF)20260427221102NAL0020269714014

Geometry LLC

Name: Geometry LLC — Geometry 401(k) Plan, Form 5500 (2025)
Creator: Geometry LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Geometry 401(k) Plan

401(k) retirement plan · Geometry LLC's Geometry 401(k) Plan held $108K in plan assets for 37 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$108K

Net assets (EOY)

$108K

People on this filing

Elantha Barry signed Geometry LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Geometry LLC's EIN is 83-0996289.

EIN 83-0996289

Plan number 001

Plan year 2025

ACK ID 20260427221102NAL0020269714014

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Geometry LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Geometry LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

GEOMETRY LLC

EIN

all filings

Address

931 CALLE NEGOCIO · SUITE C · SAN CLEMENTE, CA · 92673

Phone

(800) 674-9278

Industry

Retail Trade

Plan administrator