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Original filing (PDF)20240930145331NAL0009628752001
GRANT THORNTON LLP
Form 5500
FILING_RECEIVED
GRANT THORNTON LLP 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
7,530
Accounts w/ balance
14,431
Plan assets (EOY)
$1.5B
Net assets (EOY)
$1.5B
How this plan invests
This plan
13 collective trusts
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)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRANT THORNTON LLP.
Plan sponsor
Name
GRANT THORNTON LLP
EIN
36-6055558
Address
171 N. CLARK STREET, SUITE 200 · CHICAGO, IL · 60601
Phone
(312) 602-8310
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-09-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $642K | — |
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | NONE | $158K | — |
| CORBETT DUNCAN & HUBLY PC | 36-4105119 | — | NONE | $50K | — |
Investments
13 pooled funds· $912.2M(60% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FIDELITY GRW COMP COMMINGLED POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | $207.3M | 13.7% |
| CAPITAL GRP 2035 TGT RT TR TD2 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 535 | Common Collective Trust | $124.7M | 8.2% |
| CAPITAL GRP 2045 TGT RT TR TD2 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 545 | Common Collective Trust | $103.9M | 6.8% |
| CAPITAL GRP 2030 TGT RT TR TD2 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 530 | Common Collective Trust | $93.4M | 6.1% |
| CAPITAL GRP 2040 TGT RT TR TD2 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 540 | Common Collective Trust | $92.1M | 6.1% |
| CAPITAL GRP 2050 TGT RT TR TD2 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 550 | Common Collective Trust | $92.0M | 6.1% |
| CAPITAL GRP 2055 TGT RT TR TD2 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 555 | Common Collective Trust | $73.7M | 4.9% |
| CAPITAL GRP 2060 TGT RT TR TD2 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 560 | Common Collective Trust | $47.2M | 3.1% |
| CAPITAL GRP 2025 TGT RT TR TD2 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 525 | Common Collective Trust | $45.1M | 3.0% |
| CAPITAL GRP 2020 TGT RT TR TD2 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 520 | Common Collective Trust | $13.4M | 0.9% |
| CAPITAL GRP 2065 TGT RT TR TD2 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 565 | Common Collective Trust | $11.2M | 0.7% |
| CAPITAL GRP 2015 TGT RT TR TD2 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 515 | Common Collective Trust | $6.1M | 0.4% |
| CAPITAL GRP 2010 TGT RT TR TD2 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 510 | Common Collective Trust | $2.2M | 0.1% |
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