Sharon COY signed GEON Performance Solutions' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
GEON Performance Solutions' EIN is 84-3122624.
Download the official 2024 Form 5500 (PDF) for GEON Performance Solutions from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)GEON Performance Solutions' plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $68K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $70K | — |
| STRATEGIC ADVISORS, INC. |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX | Common Collective Trusts | — | — | $18.8M | 16.2% | |
| AB LARGE CAP GROWTH Z | Other securities | — | — | $15.7M | 13.6% | |
| BROKERAGELINK | Other securities | — | — | $11.8M | 10.3% | |
| NYL ANCHOR ACCOUNT | Other securities | — | — | $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 | Mutual Funds | — | — | $6.8M | 5.9% | |
| FIDELITY FREEDOM INDEX 2035 K6 | Mutual Funds | — | — | $6.7M | 5.8% | |
| FIDELITY FREEDOM INDEX 2045 K6 | Mutual Funds | — | — | $4.9M | 4.2% | |
| NB LARGE CAP VALUE R6 | Other securities | — | — | $4.7M | 4.1% | |
| FIDELITY FREEDOM INDEX 2040 K6 | Mutual Funds | — | — | $3.5M | 3.1% | |
| BLACKROCK MID CAP GROWTH EQ K | Other securities | — | — | $3.5M | 3.0% | |
| FIDELITY FREEDOM INDEX 2050 K6 | Mutual Funds | — | — | $3.0M | 2.6% | |
| AVIENT CORPORATION | Common Stocks | — | — | $2.7M | 2.3% | |
| FIDELITY FREEDOM INDEX 2025 K6 | Mutual Funds | — | — | $2.7M | 2.3% | |
| AF BOND FUND AMERICA R6 | Other securities | — | — | $2.4M | 2.1% | |
| FIDELITY US BOND INDEX | Mutual Funds | — | — | $2.3M | 2.0% | |
| FIDELITY FREEDOM INDEX 2055 K6 | Mutual Funds | — | — | $2.3M | 2.0% | |
| PARTICIPANT NOTES RECEIVABLE | Other securities | — | — | $1.8M | 1.6% | |
| BROKERAGELINK | Other securities | — | — | $1.8M | 1.5% | |
| FIDELITY TOTAL INTERNATIONAL INDEX | Mutual Funds | — | — | $1.8M | 1.5% | |
| AF EUROPAC GROWTH R6 | Other securities | — | — | $1.7M | 1.4% | |
| FIDELITY EXTENDED MARKET INDEX | Mutual Funds | — | — | $1.5M | 1.3% | |
| FIDELITY FREEDOM INDEX 2060 K6 | Mutual Funds | — | — | $954K | 0.8% | |
| FIDELITY FREEDOM INDEX 2020 K6 | Mutual Funds | — | — | $711K | 0.6% | |
| MFS MID CAP VALUE R6 | Mutual Funds | — | — | $645K | 0.6% | |
| BLACKROCK EMERGING MARKET K | Other securities | — | — | $556K | 0.5% | |
| FIDELITY FREEDOM INDEX 2065 K6 | Mutual Funds | — | — | $525K | 0.5% | |
| FIDELITY GOVERNMENT MONEY MARKET K6 | Mutual Funds | — | — | $449K | 0.4% | |
| FIDELITY MID CAP INDEX | Mutual Funds | — | — | $432K | 0.4% | |
| FIDELITY SMALL CAP INDEX | Mutual Funds | — | — | $335K | 0.3% | |
| BROKERAGELINK | Other securities | — | — | $319K | 0.3% | |
| FIDELITY FREEDOM INC K6 | Mutual Funds | — | — | $241K | 0.2% | |
| FIDELITY FREEDOM INDEX 2015 K6 | Mutual Funds | — | — | $62K | <0.1% | |
| L DEV GR TH R6 | Other securities | — | — | $31K | <0.1% | |
| FIDELITY SMALL CAP VALUE | Mutual Funds | — | — | $31K | <0.1% | |
| FIDELITY FREEDOM INDEX 2010 K6 | Mutual Funds | — | — | $19K | <0.1% | |
| NB REAL ESTATE R6 | Other securities | — | — | $18K | <0.1% | |
| FIDELITY FREEDOM INDEX 2070 K6 | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $42K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH MANAGEMENT SYSTEMS INC | 22-3734996 | — | NONE | $0 | — |
