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Sponsor portfolioTH

THE ASU GROUP

EIN 38-1400206-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$13.3M assets
Welfare
0
Participants
105
2120 UNIVERSITY PARK DRIVE - OKEMOS, MI 488050077517-349-2212
Plans on this EIN
2 filings
#003401k-$8.5M - 62 part#009ESOP-$4.8M - 43 part

Retirement portfolio analytics

2 plans aggregated / $13.3M assets / 105 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • PROFIT SHARING 401(K) (#003)64%
  • EMPLOYEE STOCK OWNERSHIP (#009)36%
Total $13.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING 401(K) (#003)62
  • EMPLOYEE STOCK OWNERSHIP (#009)43
Total 105Click 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#003

ASU GROUP PROFIT SHARING 401(K) PLAN

401k

Assets$8.5M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#009

ASU GROUP EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$4.8M
Participants43
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003ASU GROUP PROFIT SHARING 401(K) PLAN401k$8.5M622025
009ASU GROUP EMPLOYEE STOCK OWNERSHIP PLANESOP$4.8M432025
Retirement plans
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