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Original filing (PDF)20251014151817NAL0004372224001
NATIONAL GRID USA SERVICE COMPANY, INC.
Form 5500
FILING_RECEIVED
NATIONAL GRID USA CO. INCENTIVE THRIFT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
17,603
Accounts w/ balance
23,847
Plan assets (EOY)
$6.4B
Net assets (EOY)
$6.4B
How this plan invests
This plan
31 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONAL GRID USA SERVICE COMPANY, INC..
Plan sponsor
Name
NATIONAL GRID USA SERVICE COMPANY, INC.
EIN
04-1663150
Address
2 HANSON PLACE · 12TH FLOOR · BROOKLYN, NY · 11217
Phone
(888) 483-2123
Industry
Utilitiessee all
Plan administrator
Name
RETIREMENT PLANS COMMITTEE OF NATIONAL GRID USA SERVICE COMPANY, INC.
EIN
04-1663150
City
BROOKLYN, NY
Phone
(888) 483-2123
Plan characteristics
Plan number
007
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD GROUP INC. | 23-1945930 | — | NONE | $979K | — |
| NEW ENGLAND PENSION CONSULTANTS | 26-1429809 | — | NONE | $180K | — |
| DELOITTE & TOUCHE LLP | 13-3891517 | — | NONE | $70K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $7K | — |
Investments
4 direct securities · 31 pooled funds· $6.5B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$6.1B
31 holdings
Uncategorized
$438.3M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD INST 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $777.6M | 12.1% | |
| VANGUARD TARGET RETIREMENT 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938065 / PN 001 | Common Collective Trust | — | — | $763.7M | 11.9% | |
| VANGUARD TARGET RETIREMENT 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938034 / PN 001 | Common Collective Trust | — | — | $541.7M | 8.4% | |
| FIDELITY MANAGED INC PORTFOLIO II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $524.5M | 8.1% | |
| VANGUARD TARGET RETIREMENT 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941311 / PN 001 | Common Collective Trust | — | — | $523.0M | 8.1% | |
| VANGUARD TARGET RETIREMENT 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944390 / PN 001 | Common Collective Trust | — | — | $433.3M | 6.7% | |
| VANGUARD TARGET RETIREMENT 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944355 / PN 001 | Common Collective Trust | — | — | $385.2M | 6.0% | |
| VANGUARD TARGET RETIREMENT 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941351 / PN 001 | Common Collective Trust | — | — | $377.7M | 5.9% | |
| VANGUARD TARGET RETIREMENT 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948719 / PN 001 | Common Collective Trust | — | — | $310.6M | 4.8% | |
| VANGUARD INST EXT MKT INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $258.2M | 4.0% | |
| VANGUARD TARGET RETIREMENT 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6935530 / PN 001 | Common Collective Trust | — | — | $253.6M | 3.9% | |
| VANGUARD TARGET RETIREMENT INCOME VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6930815 / PN 001 | Common Collective Trust | — | — | $230.2M | 3.6% | |
| National Grid American Depository Receipt (ADR) Fund Common Stock | — | — | — | $220.6M | 3.4% | |
| VANGUARD TARGET RETIREMENT 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948754 / PN 001 | Common Collective Trust | — | — | $191.6M | 3.0% | |
| PIMCO TOTAL RETURN FUND COL TRUST PACIFIC INVESTMENT MANAGEMENT COMPANY · EIN 27-0833992 / PN 001 | Common Collective Trust | — | — | $95.1M | 1.5% | |
| Vanguard Institutional Total International Stock Market Index Trust Collective Trust Fund | — | — | — | $93.7M | 1.5% | |
| VANGUARD INST TOT INTL STK MKT IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $93.7M | 1.5% | |
| Participants Participant Loans Rates from 3.25% to 8.50% - | — | — | — | $85.2M | 1.3% | |
| VANGUARD INST TOTAL BOND MKT IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $67.9M | 1.1% | |
| VANGUARD TARGET RETIREMENT 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6200492 / PN 001 | Common Collective Trust | — | — | $54.0M | 0.8% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $51.4M | 0.8% | |
| Self-Directed Brokerage Fund Self-Directed Brokerage Fund | — | — | — | $38.8M | 0.6% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $32.7M | 0.5% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $24.4M | 0.4% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $21.1M | 0.3% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $20.2M | 0.3% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $12.8M | 0.2% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $9.9M | 0.2% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $7.9M | 0.1% | |
| VANGUARD TARGET RETIREMENT 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6098744 / PN 001 | Common Collective Trust | — | — | $7.5M | 0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $3.9M | <0.1% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $3.7M | <0.1% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $3.0M | <0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $2.8M | <0.1% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $2.2M | <0.1% |