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Original filing (PDF)20250924130159NAL0007580753001
GRID ALTERNATIVES, INC.
Form 5500
FILING_RECEIVED
GRID ALTERNATIVES, INC. 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
321
Accounts w/ balance
527
Plan assets (EOY)
$12.8M
Net assets (EOY)
$12.8M
How this plan invests
This plan
60 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRID ALTERNATIVES, INC..
Plan sponsor
Name
GRID ALTERNATIVES, INC.
EIN
26-0043353
Address
1171 OCEAN AVENUE · SUITE 200 · OAKLAND, CA · 94608
Phone
(510) 731-1310
Industry
Professional & Technical Servicessee 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
2025-09-24
Pension benefit codes
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BELFINT, LYONS & SHUMAN, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | VALLEY FORGE, PA | THIRD PARTY ADMINISTRATO | $27K | — |
Investments
60 direct securities· $12.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index - Admiral Mutual Funds - | — | — | — | $2.3M | 18.1% | |
| Vanguard FTSE Social Index - Admiral Mutual Funds - | — | — | — | $1.2M | 9.6% | |
| Vanguard Target Retirement 2055 Mutual Funds - | — | — | — | $1.1M | 8.2% | |
| Vanguard Target Retirement 2060 Mutual Funds - | — | — | — | $956K | 7.5% | |
| Vanguard Target Retirement 2050 Mutual Funds - | — | — | — | $938K | 7.4% | |
| Vanguard Target Retirement 2045 Mutual Funds - | — | — | — | $602K | 4.7% | |
| Vanguard Target Retirement 2035 Mutual Funds - | — | — | — | $511K | 4.0% | |
| Vanguard Target Retirement 2040 Mutual Funds - | — | — | — | $467K | 3.7% | |
| Vanguard Cash Reserves Federal Money Market Mutual Funds - | — | — | — | $440K | 3.4% | |
| Vanguard Total Stock Market Index - Admiral Mutual Funds - | — | — | — | $436K | 3.4% | |
| Vanguard Growth Index - Admiral Mutual Funds - | — | — | — | $383K | 3.0% | |
| Vanguard Lifestrategy Moderate Growth - Investor Mutual Funds - | — | — | — | $366K | 2.9% | |
| Vanguard Developed Markets Index - Admiral Mutual Funds - | — | — | — | $318K | 2.5% | |
| Vanguard U.S. Growth - Investor Mutual Funds - 122 * Vanguard Value Index - Admiral Mutual Funds - | — | — | — | $196K | 1.5% | |
| Vanguard U.S. Growth - Admiral Mutual Funds - | — | — | — | $196K | 1.5% | |
| Vanguard Target Retirement 2065 Mutual Funds - | — | — | — | $188K | 1.5% | |
| Vanguard Real Estate Index - Admiral Mutual Funds - | — | — | — | $181K | 1.4% | |
| Vanguard Dividend Appreciation Index - Admiral Mutual Funds - 977 * Vanguard Dividend Growth - Investor Mutual Funds - | — | — | — | $172K | 1.3% | |
| Vanguard Target Retirement 2025 Mutual Funds - | — | — | — | $166K | 1.3% | |
| Vanguard Small-Cap Index - Admiral Mutual Funds - | — | — | — | $153K | 1.2% | |
| Vanguard Equity Income - Admiral Mutual Funds - | — | — | — | $132K | 1.0% | |
| Vanguard Small-Cap Value Index - Admiral Mutual Funds - | — | — | — | $130K | 1.0% | |
| Vanguard Total Bond Market Index - Admiral Mutual Funds - | — | — | — | $128K | 1.0% | |
| Vanguard Mid-Cap Value Index - Admiral Mutual Funds - | — | — | — | $106K | 0.8% | |
| Vanguard Total International Stock Index - Admiral Mutual Funds - | — | — | — | $105K | 0.8% | |
| Vanguard Target Retirement 2030 Mutual Funds - | — | — | — | $90K | 0.7% | |
| Vanguard Emerging Markets Stock Index - Admiral Mutual Funds - | — | — | — | $83K | 0.7% | |
| Vanguard Global Capital Cycles - Investor Mutual Funds - 402 * Vanguard Global Equity - Investor Mutual Funds - | — | — | — | $80K | 0.6% | |
| Vanguard Wellington - Admiral Mutual Funds - | — | — | — | $78K | 0.6% | |
| Vanguard Target Retirement Income Mutual Funds - | — | — | — | $77K | 0.6% | |
| Vanguard Large-Cap Index - Admiral Mutual Funds - | — | — | — | $72K | 0.6% | |
| Vanguard International Growth - Admiral Mutual Funds - | — | — | — | $60K | 0.5% | |
| Vanguard Explorer - Admiral Mutual Funds - 148 * Vanguard Explorer Value - Investor Mutual Funds - 833 * Vanguard Federal Money Market - Investor Mutual Funds - 475 * Vanguard FTSE All-World Ex-US Index - Admiral Mutual Funds - | — | — | — | $48K | 0.4% | |
| Vanguard Diversified Equity - Investor Mutual Funds - | — | — | — | $33K | 0.3% | |
| Vanguard Long-Term Treasury - Admiral Mutual Funds - | — | — | — | $25K | 0.2% | |
| Vanguard Small-Cap Growth Index - Admiral Mutual Funds - | — | — | — | $21K | 0.2% | |
| Vanguard Mid-Cap Growth Index - Admiral Mutual Funds - | — | — | — | $21K | 0.2% | |
| Vanguard Total World Stock Index - Admiral Mutual Funds - | — | — | — | $19K | 0.1% | |
| Vanguard Lifestrategy Growth - Investor Mutual Funds - | — | — | — | $17K | 0.1% | |
| Vanguard Balanced Index - Admiral Mutual Funds - | — | — | — | $17K | 0.1% | |
| Vanguard High-Yield Corporate - Admiral Mutual Funds - 464 * Vanguard Inflation-Protected Securities - Admiral Mutual Funds - | — | — | — | $15K | 0.1% | |
| Vanguard Growth And Income - Admiral Mutual Funds - | — | — | — | $14K | 0.1% | |
| Vanguard Wellesley Income - Admiral Mutual Funds - | — | — | — | $13K | 0.1% | |
| Vanguard International Growth - Investor Mutual Funds - 362 * Vanguard International Value - Investor Mutual Funds - | — | — | — | $13K | 0.1% | |
| Vanguard Long-Term Bond Index - Admiral Mutual Funds - | — | — | — | $13K | <0.1% | |
| Vanguard Emerging Markets Select Stock - Investor Mutual Funds - | — | — | — | $12K | <0.1% | |
| Vanguard Energy - Admiral Mutual Funds - | — | — | — | $11K | <0.1% | |
| Vanguard Long-Term Investment-Grade - Admiral Mutual Funds - | — | — | — | $10K | <0.1% | |
| Vanguard STAR - Investor Mutual Funds - | — | — | — | $8K | <0.1% | |
| Vanguard Treasury Money Market Mutual Funds - | — | — | — | $8K | <0.1% | |
| Vanguard Total International Bond Index - Admiral Mutual Funds - | — | — | — | $7K | <0.1% | |
| Vanguard Health Care - Admiral Mutual Funds - | — | — | — | $7K | <0.1% | |
| Vanguard Mid-Cap Index - Admiral Mutual Funds - | — | — | — | $5K | <0.1% | |
| Vanguard High Dividend Yield Index - Admiral Mutual Funds - | — | — | — | $5K | <0.1% | |
| Vanguard Target Retirement 2070 Mutual Funds - | — | — | — | $2K | <0.1% | |
| Vanguard Selected Value - Investor Mutual Funds - 300 * Vanguard Short-Term Investment-Grade - Admiral Mutual Funds - | — | — | — | $2K | <0.1% | |
| Vanguard Strategic Equity - Investor Mutual Funds - | — | — | — | $2K | <0.1% | |
| Vanguard Strategic Small-Cap Equity - Investor Mutual Funds - | — | — | — | $2K | <0.1% | |
| Vanguard Core Bond - Admiral Mutual Funds - | — | — | — | $2K | <0.1% | |
| Vanguard Target Retirement 2020 Mutual Funds - | — | — | — | $1K | <0.1% |
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