Filings through .
Sponsor portfolio
Geordie Investments
EIN 84-2053706Latest filing 2025
Plans
2
Retirement
1
$453K assets
Welfare
1
Participants
42
1222 E 3RD ST - DAYTON, OH 45402937-228-0781
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GEORDIE INVESTMENT CORPORATION 401(K) PLAN
401(k)
Assets$453K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
GEORDIE INVESTMENTS SOCA BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GEORDIE INVESTMENT CORPORATION 401(K) PLAN | 401(k) | $453K | 20 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GEORDIE INVESTMENTS SOCA BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans