Joseph Norlin signed Gradient Financial Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gradient Financial Group LLC's EIN is 26-3422329.
Download the official 2024 Form 5500 (PDF) for Gradient Financial Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gradient Financial Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAHONEY ULBRICH CHRISTIANSEN | 41-1647057 | — | NONE | $11K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
