Retirement plan

GETAC, INC. 401(K) PLAN

Name: GETAC, INC. - GETAC, INC. 401(K) PLAN (2025) Form 5500
Creator: GETAC, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GETAC, INC. 401(K) PLAN, GETAC, INC.

GETAC, INC.EIN 95-4547422Plan #001PY 2025

15495 SAND CANYON AVENUE,, SUITE 350 - IRVINE, CA 92618949-237-8247

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$24.1M

+33.3% from 2024

Total participants

258

+6.2% from 2024

Average account balance

$95,156

+27.5% from 2024

Annual return

24.91%

+9.78 pp from 2024

Benchmarks

See 1,491 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,491 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$24.07M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$95K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

253

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

97.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.01M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+24.91%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$50

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524	Advisory (Plan)	$8,022
FIDELITY INVESTMENTS INSTITUTIONAL3 years Service code 37 · EIN 04-2647786	Loan Processing	$4,753

Plan features & details

Pension benefit codes2G2J2T2E2F3D2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$13K

$67 / participant

Recordkeeping$4K27.8%
Investment mgmt$8K62.8%
Contract admin$1K9.4%

% of EOY assets

0.053%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$95,156

$85,515+11.3%

$112,040-15.1%

$67,986+40.0%

Participation rate

97.4%

68.2%+29.1pp

76.5%+20.9pp

57.2%+40.2pp

Annual return

24.91%

29.68%-4.8pp

24.52%+0.4pp

31.67%-6.8pp

Employer contribution / active EE

$4,924

$2,191+124.7%

$2,954+66.7%

$2,019+143.9%

Participant deferral / active EE

$10,933

$4,014+172.4%

$5,098+114.5%

$3,358+225.6%

Admin fee / account holder

$50

$3,774-98.7%

$12,098-99.6%

$3,203-98.4%

Provider

Service type

Compensation

STRATEGIC ADVISORS, INC.1 year

Filed as: STRATEGIC ADVISERS LLC

Service code 27 · EIN 04-2654524

Advisory (Plan)

$8,022

FIDELITY INVESTMENTS INSTITUTIONAL3 years

Service code 37 · EIN 04-2647786

Loan Processing

$4,753

GETAC, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GETAC, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion