2023 Form 5500 filing — Gradient 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007082710NAL0031253042001) for Gradient 401(K) Plan, reported by Gradco, LLC D/B/A Gradient under EIN 04-3483677 and plan number 001. It reports 229 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007082710NAL0031253042001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gradco, LLC D/B/A Gradient
- EIN
- 04-3483677
- Plan number
- 001
- Location
- Cambridge, MA
- Participants
- 229
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $57,815
- Participant contributions
- $144,601
- Total income / additions
- $1,886,108
- Benefits paid
- $35,352,799
- Administrative expenses
- $89,302
- Total expenses
- $35,451,653
- Net increase / (decrease)
- -$33,565,545
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | SERVICE PROVIDER | $39,000 | $0 |
| Pkf Oconnor Davies Llp | SERVICE PROVIDER | $28,073 | $0 |
| American Fiduciary Corporation | THIRD PARTY ADMINISTRATOR | $0 | $14,912 |
| Morgan Stanley | SERVICE PROVIDER | $9,750 | $0 |
| American Fiduciary Corporation | THIRD PARTY ADMINISTRATOR | $0 | $8,214 |
| Morgan Stanley | SERVICE PROVIDER | $6,536 | $0 |