Original filing (PDF)20251015201010NAL0011353314001

GRIDWORKS, INC.

Name: GRIDWORKS, INC. — GRIDWORKS, INC. 401(K) PLAN, Form 5500 (2024)
Creator: GRIDWORKS, INC.

Form 5500

FILING_RECEIVED

GRIDWORKS, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

~98 bps in Sched C fees

Active participants

274

Accounts w/ balance

274

Plan assets (EOY)

$8.8M

Net assets (EOY)

$8.8M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRIDWORKS, INC..

Plan sponsor

Name

GRIDWORKS, INC.

EIN

27-1892742

Address

3900 SINGER BLVD NE · ALBUQUERQUE, NM · 87109

Phone

(505) 944-4220

Industry

Constructionsee 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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$29K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
OSAIC WEALTH INC	—	JERSEY CITY, NJ	INVESTMENT ADVISOR	$36K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp

Investments

1 pooled fund· $141K(2% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
INTERNATIONAL GROWTH FUND II FEE R1 GREAT GRAY · EIN 38-4139842 / PN 001	Common Collective Trust	$141K	1.6%

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