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Sponsor portfolio

GEROU EXCAVATING

EIN 38-2675354-construction-Latest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
31
PO BOX 539 - MUNISING, MI 49862906-387-2389gerouexcavating.comLinkedIn11-50 employeesconstruction
Plans on this EIN
2 filings
#002ESOP-$793K - 20 part#001401k-$690K - 11 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 31 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • STOCK OWNERSHIP PL (#002)53%
  • EXCAVATING RETIREMENT Savings (#001)47%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • STOCK OWNERSHIP PL (#002)20
  • EXCAVATING RETIREMENT Savings (#001)11
Total 31Click 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#002

GEROU EXCAVATING, INC. EMPLOYEE STOCK OWNERSHIP PL

ESOP

Assets$793K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

GEROU EXCAVATING RETIREMENT SAVINGS PLAN

401k

Assets$690K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002GEROU EXCAVATING, INC. EMPLOYEE STOCK OWNERSHIP PLESOP$793K202024
001GEROU EXCAVATING RETIREMENT SAVINGS PLAN401k$690K112025
Retirement plans
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