Gradient Capital Advisors, LLC (EIN 46-3539447) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $4.2M in plan assets and 10 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Gradient Capital Advisors, LLC Defined Benefit Pension Plan | 002 | 5 | $2.6M |
| Gradient Capital Advisors Retirement Trust | 001 | 5 | $1.6M |
46-3539447 is the Employer Identification Number (EIN) Gradient Capital Advisors, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
