Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GERMAIN & CO.,DBA GERMANE SOLUTIONS
EIN 20-0242557Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$25.0M assets
Welfare
0
Participants
123
8163 OLD YANKEE STREET, STE B - DAYTON, OH 45458937-885-5827
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $25.0M assets / 123 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
GERMANE SOLUTIONS EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$17.0M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
GERMAIN & CO INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$8.0M
Participants84
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GERMANE SOLUTIONS EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $17.0M | 39 | 2025 | |
| 001 | GERMAIN & CO INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $8.0M | 84 | 2025 |
Retirement plans