AUMdb

Grid Alternatives, Inc. 403(b) Plan

Sponsored by Grid Alternatives, Inc. · EIN 260043353 · Plan #001

Total assets
$12.8M
Net assets
$12.8M
Active participants
321
With balances
527

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $27,023

Filing history

Plan year Assets Participants Source
01/01/2024 $12.8M 321 ack 20250924130159NAL0007580753001
01/01/2021 $7.8M 236 ack 20250304140534NAL0007045713001
01/01/2020 $6.3M 218 ack 20250304140139NAL0003648179001
01/01/2019 $4.8M 213 ack 20250304135414NAL0003641763001
01/01/2018 $3.2M 167 ack 20250304135114NAL0007036225001
01/01/2017 $2.9M 119 ack 20250304134703NAL0014196658001
01/01/2016 84 ack 20250304134328NAL0014001778001