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Original filing (PDF)20250918140414NAL0003343010001
GEON PERFORMANCE SOLUTIONS
Form 5500
FILING_RECEIVED
GEON PERFORMANCE SOLUTIONS 401(K) PLAN
401(k) retirement plan
Active participants
653
Accounts w/ balance
802
Plan assets (EOY)
$115.5M
Net assets (EOY)
$115.5M
How this plan invests
This plan
1 pooled trust
Schedule D
37 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
- 16 bps in Schedule C fees — 57% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GEON PERFORMANCE SOLUTIONS.
Plan sponsor
Name
GEON PERFORMANCE SOLUTIONS
EIN
84-3122624
Address
25777 DETROIT ROAD, SUITE 202 · WESTLAKE, OH · 44145
Phone
(800) 438-4366
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
2025-09-18
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3F · Sponsor used leased employees
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
PLANCHECK CPAS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $68K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $70K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $42K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH MANAGEMENT SYSTEMS INC | 22-3734996 | — | NONE | $0 | — |
Investments
37 direct securities · 1 pooled fund· $125.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$115.5M
37 holdings
Pooled Separate Account
$9.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX | — | — | — | $18.8M | 16.2% | |
| AB LARGE CAP GROWTH Z | — | — | — | $15.7M | 13.6% | |
| BROKERAGELINK | — | — | — | $11.8M | 10.3% | |
| NYL ANCHOR ACCOUNT | — | — | — | $9.7M | 8.4% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $9.7M | 8.4% | |
| FIDELITY FREEDOM INDEX 2030 K6 | — | — | — | $6.8M | 5.9% | |
| FIDELITY FREEDOM INDEX 2035 K6 | — | — | — | $6.7M | 5.8% | |
| FIDELITY FREEDOM INDEX 2045 K6 | — | — | — | $4.9M | 4.2% | |
| NB LARGE CAP VALUE R6 | — | — | — | $4.7M | 4.1% | |
| FIDELITY FREEDOM INDEX 2040 K6 | — | — | — | $3.5M | 3.1% | |
| BLACKROCK MID CAP GROWTH EQ K | — | — | — | $3.5M | 3.0% | |
| FIDELITY FREEDOM INDEX 2050 K6 | — | — | — | $3.0M | 2.6% | |
| AVIENT CORPORATION | — | — | — | $2.7M | 2.3% | |
| FIDELITY FREEDOM INDEX 2025 K6 | — | — | — | $2.7M | 2.3% | |
| AF BOND FUND AMERICA R6 | — | — | — | $2.4M | 2.1% | |
| FIDELITY US BOND INDEX | — | — | — | $2.3M | 2.0% | |
| FIDELITY FREEDOM INDEX 2055 K6 | — | — | — | $2.3M | 2.0% | |
| PARTICIPANT NOTES RECEIVABLE | — | — | — | $1.8M | 1.6% | |
| BROKERAGELINK | — | — | — | $1.8M | 1.5% | |
| FIDELITY TOTAL INTERNATIONAL INDEX | — | — | — | $1.8M | 1.5% | |
| AF EUROPAC GROWTH R6 | — | — | — | $1.7M | 1.4% | |
| FIDELITY EXTENDED MARKET INDEX | — | — | — | $1.5M | 1.3% | |
| FIDELITY FREEDOM INDEX 2060 K6 | — | — | — | $954K | 0.8% | |
| FIDELITY FREEDOM INDEX 2020 K6 | — | — | — | $711K | 0.6% | |
| MFS MID CAP VALUE R6 | — | — | — | $645K | 0.6% | |
| BLACKROCK EMERGING MARKET K | — | — | — | $556K | 0.5% | |
| FIDELITY FREEDOM INDEX 2065 K6 | — | — | — | $525K | 0.5% | |
| FIDELITY GOVERNMENT MONEY MARKET K6 | — | — | — | $449K | 0.4% | |
| FIDELITY MID CAP INDEX | — | — | — | $432K | 0.4% | |
| FIDELITY SMALL CAP INDEX | — | — | — | $335K | 0.3% | |
| BROKERAGELINK | — | — | — | $319K | 0.3% | |
| FIDELITY FREEDOM INC K6 | — | — | — | $241K | 0.2% | |
| FIDELITY FREEDOM INDEX 2015 K6 | — | — | — | $62K | <0.1% | |
| L DEV GR TH R6 | — | — | — | $31K | <0.1% | |
| FIDELITY SMALL CAP VALUE | — | — | — | $31K | <0.1% | |
| FIDELITY FREEDOM INDEX 2010 K6 | — | — | — | $19K | <0.1% | |
| NB REAL ESTATE R6 | — | — | — | $18K | <0.1% | |
| FIDELITY FREEDOM INDEX 2070 K6 | — | — | — | $4K | <0.1% |