Original filing (PDF)20250611084819NAL0044966306001

JIM GIESE COMMERCIAL ROOFING CO., INC.

Name: JIM GIESE COMMERCIAL ROOFING CO., INC. — JIM GIESE COMMERCIAL ROOFING INC. 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: JIM GIESE COMMERCIAL ROOFING CO., INC.

Form 5500-SF

FILING_RECEIVED

JIM GIESE COMMERCIAL ROOFING INC. 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JIM GIESE COMMERCIAL ROOFING CO., INC..

Plan sponsor

Name

JIM GIESE COMMERCIAL ROOFING CO., INC.

EIN

42-1250099

Address

10410 SILVERWOOD DRIVE · DUBUQUE, IA · 52003

Phone

(563) 556-0646

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-11

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

SIGNATURE DEVELOPMENT COMPANY

SIGNATURE DEVELOPMENT COMPANY DEFINED BENEFIT PLAN

$1.7M · 11 participants

LUXE BRANDS COLLECTIVE, INC.

LUXE BRANDS COLLECTIVE, INC. 401K PLAN

$1.7M · 67 participants

RHC GENERAL CONTRACTING, INC.

RHC GENERAL CONTRACTING 401(K) PLAN

$1.7M · 14 participants

MILROM COMPANIES, LLC

MILROM COMPANIES, LLC DEFINED BENEFIT PLAN

$1.7M · 3 participants

GREENSCAPE PROPERTY AND BUILDING, LLC

GREENSCAPE PROPERTY AND BUILDING, LLC 401(K) PLAN