Gradient 401(K) Plan — Form 5500 plan (Gradco, LLC D/B/A Gradient)
Plain-English plan 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, Gradient 401(K) Plan is a benefit plan reported by Gradco, LLC D/B/A Gradient under EIN 04-3483677 and plan number 001. The latest loaded filing year is 2023. The filing reports 229 participants and $33,565,545 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gradco, LLC D/B/A Gradient
- EIN
- 04-3483677
- Plan number
- 001
- Plan type
- 2
- Location
- Cambridge, MA
- Latest filing year
- 2023
- Participants
- 229
- End-of-year plan assets
- $33,565,545
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 229 | H, C | 20241007082710NAL0031253042001 |
| 2023 | 217 | H, C | 20241007082114NAL0031239234001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $33,565,545
Income & contributions
- Employer contributions
- $57,815
- Participant contributions
- $144,601
- Total contributions
- $202,416
- Total income / additions
- $1,886,108
Expenses & distributions
- Benefits paid
- $35,352,799
- Administrative expenses
- $89,302
- Total expenses
- $35,451,653
- Net increase / (decrease)
- -$33,565,545
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | SERVICE PROVIDER | $39,000 | $0 | 2023 |
| Pkf Oconnor Davies Llp | SERVICE PROVIDER | $28,073 | $0 | 2023 |
| American Fiduciary Corporation | THIRD PARTY ADMINISTRATOR | $0 | $14,912 | 2023 |
| Morgan Stanley | SERVICE PROVIDER | $9,750 | $0 | 2023 |
| American Fiduciary Corporation | THIRD PARTY ADMINISTRATOR | $0 | $8,214 | 2023 |
| Morgan Stanley | SERVICE PROVIDER | $6,536 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gradco, LLC D/B/A Gradient
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Cambridge, MA
- Morgan Stanley — Schedule C compensation
- Pkf Oconnor Davies Llp — Schedule C compensation
- American Fiduciary Corporation — Schedule C compensation