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Original filing (PDF)20251009151300NAL0006785329005
NATIONAL GRID RENEWABLES DEVELOPMENT, LLC
Form 5500
FILING_RECEIVED
NATIONAL GRID RENEWABLES DEVELOPMENT, LLC 401(K) PLAN
401(k) retirement plan
Active participants
281
Accounts w/ balance
278
Plan assets (EOY)
$20.6M
Net assets (EOY)
$20.6M
How this plan invests
This plan
30 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
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONAL GRID RENEWABLES DEVELOPMENT, LLC.
Plan sponsor
Name
NATIONAL GRID RENEWABLES DEVELOPMENT, LLC
EIN
30-0893581
Address
8400 NORMANDALE LAKE BLVD STE 1200 · BLOOMINGTON, MN · 55437
Phone
(952) 641-4036
Industry
Wholesale Tradesee 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MILLER, WELLE, HEISER & CO., LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INSPERITY RETIREMENT SERVICES | — | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES | — | — | INVESTMENT ADVISOR | $8K | — |
Investments
30 direct securities· $19.8M(96% of reported assets)
Uncategorized
$19.7M
29 holdings
Mutual Funds
$64K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $3.6M | 17.3% | |
| T Rowe Price Growth Stock | — | — | — | $2.5M | 12.1% | |
| American Funds 2055 Target Retirement | — | — | — | $1.9M | 9.3% | |
| American Funds 2050 Target Retirement | — | — | — | $1.7M | 8.2% | |
| American Funds 2045 Target Retirement | — | — | — | $1.6M | 7.7% | |
| American Funds 2040 Target Retirement | — | — | — | $914K | 4.4% | |
| Vanguard Explorer Fund Adm - | — | — | — | $882K | 4.3% | |
| JP Morgan Equity Income | — | — | — | $838K | 4.1% | |
| Fidelity Extended Market Index | — | — | — | $704K | 3.4% | |
| American Funds 2030 Target Retirement | — | — | — | $649K | 3.2% | |
| American Funds 2035 Target Retirement | — | — | — | $640K | 3.1% | |
| American Funds 2060 Target Retirement | — | — | — | $440K | 2.1% | |
| JP Morgan Small Cap Value | — | — | — | $374K | 1.8% | |
| Fidelity US Bond Index | — | — | — | $343K | 1.7% | |
| Fidelity Global US Index | — | — | — | $259K | 1.3% | |
| American Funds 2025 Target Retirement | — | — | — | $258K | 1.3% | |
| Blackrock High Yield Bond | — | — | — | $217K | 1.1% | |
| American Funds Europacific Growth | — | — | — | $213K | 1.0% | |
| American Funds 2065 Target Retirement | — | — | — | $212K | 1.0% | |
| PGIM Total Return Bond | — | — | — | $204K | 1.0% | |
| American Funds New World | — | — | — | $202K | 1.0% | |
| American Funds 2020 Target Retirement | — | — | — | $188K | 0.9% | |
| American Funds 2015 Target Retirement | — | — | — | $181K | 0.9% | |
| American Funds 2010 Target Retirement | — | — | — | $180K | 0.9% | |
| American Beacon International Equity | — | — | — | $160K | 0.8% | |
| Participant Loans 4.25% to 9.50%, due through December 2029 - | — | — | — | $152K | 0.7% | |
| Principal Global Real Estate Securities | — | — | — | $131K | 0.6% | |
| Fidelity Inflation Protected Bond Index | — | — | — | $90K | 0.4% | |
| AB Global Bond | Mutual Funds | — | — | $64K | 0.3% | |
| Mid Atlantic Master Cash Account | — | — | — | $32K | 0.2% |
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