How big is Grato Holdings, Inc.'s plan?

Grato Holdings, Inc.'s plan reported $541K in assets and 111 participants for 2024.

Original filing (PDF)20250605111708NAL0011489297001

Grato Holdings, Inc.

Name: Grato Holdings, Inc. — Grato Holdings, Inc. 401(k), Form 5500 (2024)
Creator: Grato Holdings, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Grato Holdings, Inc. 401(k) Plan

401(k) retirement plan · Grato Holdings, Inc.'s Grato Holdings, Inc. 401(k) Plan held $541K in plan assets for 111 participants in 2024.

Active participants

111

Accounts w/ balance

Plan assets (EOY)

$541K

Net assets (EOY)

$541K

Plan identifiers

Grato Holdings, Inc.'s EIN is 27-0269085.

EIN 27-0269085

Plan number 002

Plan year 2024

ACK ID 20250605111708NAL0011489297001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Grato Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Grato Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score