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Original filing (PDF)20250624141727NAL0016876562001
GRIDPOINT, INC.
Form 5500
FILING_RECEIVED
GRIDPOINT, INC. 401(K) PLAN
401(k) retirement plan
Active participants
187
Accounts w/ balance
250
Plan assets (EOY)
$15.8M
Net assets (EOY)
$15.8M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRIDPOINT, INC..
Plan sponsor
Name
GRIDPOINT, INC.
EIN
20-0402422
Address
11921 FREEDOM DRIVE · SUITE 1120 · RESTON, VA · 20190
Phone
(703) 667-7000
Industry
Data Processing, Hosting· Information / Tech / Mediasee 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
2025-06-24
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TOOLE KATZ & ROEMERSMA, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $48K | — |
Investments
29 direct securities· $15.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $3.0M | 19.0% | |
| American Funds American Funds Growth Fund of America R6 Fund | — | — | — | $1.7M | 10.7% | |
| American Funds American Funds 2050 Target Date Retirement Fund R6 | — | — | — | $1.5M | 9.7% | |
| American Funds American Funds 2045 Target Date Retirement Fund R6 | — | — | — | $1.4M | 8.8% | |
| American Funds American Funds 2035 Target Date Retirement Fund R6 | — | — | — | $1.3M | 7.9% | |
| American Funds American Funds 2055 Target Date Retirement Fund R6 | — | — | — | $1.2M | 7.5% | |
| American Funds American Funds 2040 Target Date Retirement Fund R6 | — | — | — | $701K | 4.4% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $636K | 4.0% | |
| American Funds American Funds 2060 Target Date Retirement Fund R6 | — | — | — | $555K | 3.5% | |
| American Funds American Funds 2030 Target Date Retirement Fund R6 | — | — | — | $465K | 2.9% | |
| American Funds American Funds New Perspective R6 Fund | — | — | — | $412K | 2.6% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $382K | 2.4% | |
| The Vanguard Group Vanguard Mid-Cap Value Index Admiral Fund | — | — | — | $377K | 2.4% | |
| American Funds American Funds 2010 Target Date Retirement Fund R6 | — | — | — | $346K | 2.2% | |
| JP Morgan JPMorgan Equity Income R6 Fund | — | — | — | $321K | 2.0% | |
| Federated Institutional High Yield IS | — | — | — | $315K | 2.0% | |
| American Funds American Funds 2025 Target Date Retirement Fund R6 | — | — | — | $259K | 1.6% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | — | — | — | $247K | 1.6% | |
| Fidelity Distributors Corp (FDC) Fidelity Money Market Trust Retirement Government Cash Reserve | — | — | — | $134K | 0.8% | |
| Participant loans Various maturity dates through January 2030 with interest rate of 8.50% | — | — | — | $121K | 0.8% | |
| The Vanguard Group Vanguard Mid-Cap Index Admiral Fund | — | — | — | $109K | 0.7% | |
| The Vanguard Group Vanguard Explorer Admiral Fund | — | — | — | $93K | 0.6% | |
| American Funds American Funds 2020 Target Date Retirement Fund R6 | — | — | — | $91K | 0.6% | |
| American Funds American Funds New World R6 | — | — | — | $61K | 0.4% | |
| Dimensional Fund Advisors DFA Intermediate Govt Fixed-Income I | — | — | — | $39K | 0.2% | |
| Pioneer Strategic Income K | — | — | — | $29K | 0.2% | |
| Dimensional Fund Advisors DFA Inflation-Protected Securities | — | — | — | $15K | <0.1% | |
| American Funds American Funds 2015 Target Date Retirement Fund R6 | — | — | — | $8K | <0.1% | |
| American Funds American Funds 2065 Target Date Retirement Fund R6 | — | — | — | $4K | <0.1% |