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Sponsor portfolio

GEOTHERM USA

EIN 26-3590324-Mining, Quarrying, and Oil and Gas Extraction-Latest filing 2025
Plans
2
Retirement
2
$6.0M assets
Welfare
0
Participants
42
21239 FM529 RD, BUILDING F - CYPRESS, TX 77433281-985-9344
Plans on this EIN
2 filings
#001ProfitSharing-$5.4M - 21 part#002CashBalance-$622K - 21 part

Retirement portfolio analytics

2 plans aggregated / $6.0M assets / 42 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • PROFIT SHARING PLAN (#001)90%
  • CASH BALANCE PLAN (#002)10%
Total $6.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)21
  • CASH BALANCE PLAN (#002)21
Total 42Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GEOTHERM USA PROFIT SHARING PLAN

ProfitSharing

Assets$5.4M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GEOTHERM USA CASH BALANCE PLAN

CashBalance

Assets$622K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GEOTHERM USA PROFIT SHARING PLANProfitSharing$5.4M212025
002GEOTHERM USA CASH BALANCE PLANCashBalance$622K212025
Retirement plans
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