Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JIM GIESE COMMERCIAL ROOFING
EIN 42-1250099ConstructionLatest filing 2025
Plans
2
Retirement
2
$7.2M assets
Welfare
0
Participants
53
10410 SILVERWOOD DRIVE - DUBUQUE, IA 52003563-556-0646
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.2M assets / 53 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#003
JIM GIESE COLLECTIVE BARGAINING PLAN
401k
Assets$5.2M
Participants41
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JIM GIESE COMMERCIAL ROOFING INC. 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$2.0M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | JIM GIESE COLLECTIVE BARGAINING PLAN | 401k | $5.2M | 41 | 2025 | |
| 001 | JIM GIESE COMMERCIAL ROOFING INC. 401(K) PROFIT SHARING PLAN & TRUST | 401k | $2.0M | 12 | 2025 |
Retirement plans
Welfare plans