Back to filter
Original filing (PDF)20251014132745NAL0001459443001
GEOLOGIC ASSOCIATES
Form 5500
FILING_RECEIVED
GEOLOGIC ASSOCIATES 401K PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
302
Accounts w/ balance
401
Plan assets (EOY)
$88.1M
Net assets (EOY)
$88.1M
How this plan invests
This plan
1 pooled trust
Schedule D
66 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GEOLOGIC ASSOCIATES.
Plan sponsor
Name
GEOLOGIC ASSOCIATES
EIN
95-4313020
Address
2777 EAST GUASTI ROAD, SUITE 1 · ONTARIO, CA · 91761
Phone
(909) 626-2282
Industry
Engineering 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RJI INTERNATIONAL CPA'S
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACTUARIAL BENEFITS CORP | 20-1042248 | TORRANCE, CA | TPA | $0 | — |
Other
3| 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 | — |
| MORNINGSTAR | 36-3297908 | — | SERVICE | $0 | — |
Investments
39 direct securities · 1 pooled fund· $103.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$97.9M
39 holdings
Pooled Separate Account
$5.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Voya Life Ins & Annuity Vangrd 500 Index Fund Adm | — | — | — | $21.1M | 23.9% | |
| Voya Life Ins & Annuity MFS Growth Fund R6 | — | — | — | $13.6M | 15.4% | |
| value Vanguard Mid-Cap Index Fund Adm Pooled Separate Account ** $ | — | — | — | $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 | — | — | — | $4.6M | 5.2% | |
| American Funds Wash Mutual Inv R6 Pooled Separate Account | — | — | — | $4.2M | 4.8% | |
| Voya Life Ins & Annuity Vangrd Tot Int Stk In F Adm | — | — | — | $4.1M | 4.7% | |
| Vanguard Total Intl Stk Index Fd Adm Pooled Separate Account | — | — | — | $4.1M | 4.7% | |
| Voya Life Ins & Annuity ClrBrg SmCp Grw Fd IS | — | — | — | $3.7M | 4.2% | |
| ClrBrg Sm Cp Growth Fnd IS Pooled Separate Account | — | — | — | $3.7M | 4.2% | |
| Voya Life Ins & Annuity Voya Intermediate Bond Fund R6 | — | — | — | $3.7M | 4.2% | |
| Voya Index Solution 2045 Portfolio Z Pooled Separate Account | — | — | — | $3.3M | 3.8% | |
| Voya Index Solution 2035 Portfolio Z Pooled Separate Account | — | — | — | $2.7M | 3.1% | |
| Voya Life Ins & Annuity Voya Index Solution 2030 P Z | — | — | — | $2.4M | 2.7% | |
| Voya Index Solution Income Port Z Pooled Separate Account | — | — | — | $1.9M | 2.2% | |
| American Fund EuroPacific Grw R6 Pooled Separate Account | — | — | — | $1.8M | 2.0% | |
| Voya Solution Balanced Prt R6 Pooled Separate Account | — | — | — | $1.5M | 1.7% | |
| Voya Life Ins & Annuity Voya Index Solution 2055 P Z | — | — | — | $1.4M | 1.6% | |
| Voya Index Solution 2025 Portfolio Z Pooled Separate Account | — | — | — | $1.2M | 1.4% | |
| Voya Life Ins & Annuity Voya Index Solution 2040 P Z | — | — | — | $1.2M | 1.3% | |
| Eaton Vance Income Fund of Boston R6 Pooled Separate Account | — | — | — | $985K | 1.1% | |
| PIMCO Income Fund Inst Pooled Separate Account | — | — | — | $891K | 1.0% | |
| Voya Solution Aggressive Prt R6 Pooled Separate Account | — | — | — | $849K | 1.0% | |
| Voya Life Ins & Annuity Voya Solutions Aggress Pt R6 | — | — | — | $849K | 1.0% | |
| Voya Life Ins & Annuity Voya Solutions Mod Cons Pt R6 $0 TD Ameritrade SD Brokerage Account | — | — | — | $829K | 0.9% | |
| CHARLES SCHWAB PCRA Self Directed Brokerage | — | — | — | $829K | 0.9% | |
| Voya Life Ins & Annuity DFA US Targeted VI Port Ins | — | — | — | $777K | 0.9% | |
| Voya Life Ins & Annuity AB Global Voya Bond Fund Z | — | — | — | $750K | 0.9% | |
| Voya Life Ins & Annuity Voya Index Solution 2050 P Z | — | — | — | $659K | 0.7% | |
| Voya Life Ins & Annuity DFA Infi-Prot Sec Port Ins | — | — | — | $604K | 0.7% | |
| Voya Life Ins & Annuity Voya Index Solution 2060 P Z | — | — | — | $529K | 0.6% | |
| Voya Life Ins & Annuity Voya Solutions Mod Aggress Pt R6 | — | — | — | $425K | 0.5% | |
| PIMCO Commodity Strat Fnd Inst Pooled Separate Account | — | — | — | $390K | 0.4% | |
| Notes receivable from participants Participant Loans | — | — | — | $315K | 0.4% | |
| Voya Solution Conservative Prt R6 Pooled Separate Account | — | — | — | $259K | 0.3% | |
| Voya Life Ins & Annuity Voya SolutionsConserv Pt R6 | — | — | — | $259K | 0.3% | |
| Voya Life Ins & Annuity DFA Global Real Est Sec PT Ins | — | — | — | $245K | 0.3% | |
| Voya Life Ins & Annuity DFA Emerging Markets Port Ins | — | — | — | $208K | 0.2% | |
| DFA Intl Small Comp Portfolio Inst Pooled Separate Account | — | — | — | $205K | 0.2% | |
| Voya Life Ins & Annuity Voya Index Solution 2065 P Z | — | — | — | $103K | 0.1% |