Geologic Associates' EIN is 95-4313020.
Download the official 2024 Form 5500 (PDF) for Geologic Associates from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Geologic Associates' plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE | $9K | — |
| VOYA RETIRMENT INS & ANNUITY CO | 71-0294708 | HARTFORD, CT | SERVICE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACTUARIAL BENEFITS CORP |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Adm Pooled Separate Account | Pooled Separate Accounts | — | — | $21.1M | 23.9% | |
| MFS Growth Fund R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $13.6M | 15.4% | |
| value Vanguard Mid-Cap Index Fund Adm Pooled Separate Account ** $ | Pooled Separate Accounts | — | — | $6.5M | 7.4% | |
| MAP CONTRACT VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $5.4M | 6.2% | |
| Voya Fixed Account Insurance General Account | Other securities | — | — | $4.6M | 5.2% | |
| American Funds Wash Mutual Inv R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $4.2M | 4.8% | |
| Vanguard Total Intl Stk Index Fd Adm Pooled Separate Account | Pooled Separate Accounts | — | — | $4.1M | 4.7% | |
| ClrBrg Sm Cp Growth Fnd IS Pooled Separate Account | Pooled Separate Accounts | — | — | $3.7M | 4.2% | |
| Voya Life Ins & Annuity Voya Intermediate Bond Fund R6 | Other securities | — | — | $3.7M | 4.2% | |
| Voya Index Solution 2045 Portfolio Z Pooled Separate Account | Pooled Separate Accounts | — | — | $3.3M | 3.8% | |
| Voya Index Solution 2035 Portfolio Z Pooled Separate Account | Pooled Separate Accounts | — | — | $2.7M | 3.1% | |
| Voya Index Solution 2030 Portfolio Z Pooled Separate Account | Pooled Separate Accounts | — | — | $2.4M | 2.7% | |
| Voya Index Solution Income Port Z Pooled Separate Account | Pooled Separate Accounts | — | — | $1.9M | 2.2% | |
| American Fund EuroPacific Grw R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $1.8M | 2.0% | |
| Voya Solution Balanced Prt R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $1.5M | 1.7% | |
| Voya Index Solution 2055 Portfolio Z Pooled Separate Account | Pooled Separate Accounts | — | — | $1.4M | 1.6% | |
| Voya Index Solution 2025 Portfolio Z Pooled Separate Account | Pooled Separate Accounts | — | — | $1.2M | 1.4% | |
| Voya Index Solution 2040 Portfolio Z Pooled Separate Account | Pooled Separate Accounts | — | — | $1.2M | 1.3% | |
| Eaton Vance Income Fund of Boston R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $985K | 1.1% | |
| PIMCO Income Fund Inst Pooled Separate Account | Pooled Separate Accounts | — | — | $891K | 1.0% | |
| Voya Solution Aggressive Prt R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $849K | 1.0% | |
| CHARLES SCHWAB PCRA Self Directed Brokerage | Self-Directed Brokerage | — | — | $829K | 0.9% | |
| DFA U.S. Targeted Value Port Inst Pooled Separate Account | Pooled Separate Accounts | — | — | $777K | 0.9% | |
| AB Global Bond Fund Z Pooled Separate Account | Pooled Separate Accounts | — | — | $750K | 0.9% | |
| Voya Index Solution 2050 Portfolio Z Pooled Separate Account | Pooled Separate Accounts | — | — | $659K | 0.7% | |
| DFA Inflat-Prot Securities Port Inst Pooled Separate Account | Pooled Separate Accounts | — | — | $604K | 0.7% | |
| Voya Index Solution 2060 Portfolio Z Pooled Separate Account | Pooled Separate Accounts | — | — | $529K | 0.6% | |
| Voya Solution Mod Aggress Prt R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $425K | 0.5% | |
| PIMCO Commodity Strat Fnd Inst Pooled Separate Account | Pooled Separate Accounts | — | — | $390K | 0.4% | |
| Notes receivable from participants Participant Loans | Participant loans | — | — | $315K | 0.4% | |
| Voya Solution Conservative Prt R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $259K | 0.3% | |
| DFA Global Real Estate Sec Port Inst Pooled Separate Account | Pooled Separate Accounts | — | — | $245K | 0.3% | |
| DFA Emerging Markets Portfolio Inst Pooled Separate Account | Pooled Separate Accounts | — | — | $208K | 0.2% | |
| DFA Intl Small Comp Portfolio Inst Pooled Separate Account | Pooled Separate Accounts | — | — | $205K | 0.2% | |
| Voya Index Solution 2065 Portfolio Z Pooled Separate Account | Pooled Separate Accounts | — | — | $103K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 20-1042248 |
| TORRANCE, CA |
| TPA |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | SERVICE | $0 | — |
