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Original filing (PDF)20250701141343NAL0007057795001

EXAGRID SYSTEMS, INC.

Form 5500
FILING_RECEIVED
EXAGRID SYSTEMS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
282
Accounts w/ balance
260
Plan assets (EOY)
$34.9M
Net assets (EOY)
$34.9M
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXAGRID SYSTEMS, INC..
Plan sponsor
Name
EXAGRID SYSTEMS, INC.
EIN
04-3584420
Address
100 CAMPUS DRIVE · 3RD FLOOR · MARLBOROUGH, MA · 01752
Phone
(508) 898-2872
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-01
Pension benefit codes
2F · ERISA section 404(c)
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DOWNEY AND COMPANY LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

2 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
FIDELITY INVESTMENTS INSTITUTIONAL04-2647786—RECORDKEEPER$38K—
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
STRATEGIC ADVISORS, INC.04-2654524—ADVISOR$6K—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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