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Original filing (PDF)20251013113830NAL0001232241001

GRIPPLE, INC.

Form 5500
FILING_RECEIVED
GRIPPLE, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
201
Accounts w/ balance
252
Plan assets (EOY)
$16.9M
Net assets (EOY)
$16.9M
How this plan invests
This plan
19 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.
Helping the score
  • Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRIPPLE, INC..
Plan sponsor
Name
GRIPPLE, INC.
EIN
36-3684806
Address
1611 EMILY LANE · AURORA, IL · 60502
Phone
(800) 654-0609
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
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
MH CPA PLLC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Other
3
NameEINLocationRelationDirect compIndirect comp
STANCORP FINANCIAL GROUP93-1253576NONE$7K
SIKICH LLP36-3168081NONE$0
RELIANCE CUSTODY25-1838406NONE$0

Investments

19 direct securities· $16.9M(100% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Party-in- Identity of Party Involved and Description of (d) Current Interest Investment Cost Value Mutual Funds, at Fair Value JPMorgan Core Bond Fund$3.8M22.7%
Fidelity 500 Index Fund$2.8M16.6%
MFS International Growth Fund$2.4M14.1%
Group Annuity Contract, at Contract Value * The Standard Stable Asset Fund$2.0M11.8%
JPMorgan Equity Income Fund$1.5M8.7%
Harbor Capital Appreciation Fund$1.4M8.6%
Fidelity Small Cap Index Fund$823K4.9%
T. Rowe Price Mid Cap Value Fund$526K3.1%
Vanguard Mid Cap Growth Index Fund$497K2.9%
Vanguard Star Fund$445K2.6%
Notes Receivable from Participants * Interest Rate, 4.25 to 9.50 Percent -0-$409K2.4%
American Funds American Balanced Fund$98K0.6%
Vanguard Wellesley Income Fund$60K0.4%
American Funds New Perspective Fund$37K0.2%
Fidelity Mid Cap Index Fund$34K0.2%
Vanguard Emerging Markets Stock Index Fund$12K<0.1%
Vanguard International Value Fund$11K<0.1%
Commodity Strategy Portfolio Fund$6K<0.1%
Cohen & Steers Realty Fund$4K<0.1%

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