How big is Jim Giese Commercial Roofing's plan?

Jim Giese Commercial Roofing's plan reported $4.9M in assets and 29 participants for 2024.

Original filing (PDF)20250630140221NAL0017379712001

Jim Giese Commercial Roofing

Name: Jim Giese Commercial Roofing — Jim Giese Collective, Form 5500 (2024)
Creator: Jim Giese Commercial Roofing
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jim Giese Collective Bargaining Plan

401(k) retirement plan · Jim Giese Commercial Roofing's Jim Giese Collective Bargaining Plan held $4.9M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

People on this filing

Diane Dinan signed Jim Giese Commercial Roofing's 2024 Form 5500 as plan administrator.

Diane Dinan — Plan Administrator — Form 5500 signer
Daniel Giese — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jim Giese Commercial Roofing's EIN is 42-1250099.

EIN 42-1250099

Plan number 003

Plan year 2024

ACK ID 20250630140221NAL0017379712001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jim Giese Commercial Roofing from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jim Giese Commercial Roofing's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JIM GIESE COMMERCIAL ROOFING.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score