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Original filing (PDF)20251014104258NAL0001251491001
AVANGRID MANAGEMENT COMPANY, LLC
Form 5500
FILING_RECEIVED
AVANGRID 401(K) PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
8,263
Accounts w/ balance
10,095
Plan assets (EOY)
$2.6B
Net assets (EOY)
$2.6B
How this plan invests
This plan
34 pooled trusts
Schedule D
79 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AVANGRID MANAGEMENT COMPANY, LLC.
Plan sponsor
Name
AVANGRID MANAGEMENT COMPANY, LLC
EIN
45-5063049
Address
180 MARSH HILL RD · ORANGE, CT · 06477
Phone
(203) 499-3179
Industry
Utilitiessee 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
2025-10-14
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
THE BONADIO GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $242K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $453K | — |
| MERCER INVESTMENTS LLC | 36-2668272 | — | CONSULTANT | $153K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BONADIO & CO., LLP | 16-1131146 | — | ACCOUNTANT/AUDITOR | $34K | — |
Legal counsel
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LITTLER MENDELSON, PC | 94-2602731 | — | ATTORNEY/LEGAL | $11K | — |
| HINMAN, HOWARD & KATTELL, LLP | 15-0561878 | — | ATTORNEY/LEGAL | $9K | — |
Investments
70 direct securities · 34 pooled funds· $4.0B(100% 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.
Common Collective Trust
$2.2B
34 holdings
Uncategorized
$1.7B
70 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BTC AV LP PAYC 2030 BLACKROCK INST. TRUST COMPANY, N.A. · EIN 93-3176452 / PN 001 | Common Collective Trust | — | — | $223.2M | 8.7% | |
| [DFE: BLACKROCK LIFEPATH PAYCHECK 2045 NON-LENDABLE FUND F (extraction pending)] | — | — | — | $210.0M | 8.2% | |
| BTC AV LP PAYC 2045 BLACKROCK INST. TRUST COMPANY, N.A. · EIN 93-3132731 / PN 001 | Common Collective Trust | — | — | $210.0M | 8.2% | |
| NT S&P 500 IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $206.0M | 8.0% | |
| [DFE: BLACKROCK LIFEPATH PAYCHECK 2040 NON-LENDABLE FUND F (extraction pending)] | — | — | — | $202.2M | 7.9% | |
| BTC AV LP PAYC 2040 BLACKROCK INST. TRUST COMPANY, N.A. · EIN 93-3125039 / PN 001 | Common Collective Trust | — | — | $202.2M | 7.9% | |
| [DFE: BLACKROCK LIFEPATH PAYCHECK 2033 INCOME NON-LENDABLE FUND F (extraction pending)] | — | — | — | $172.5M | 6.7% | |
| BTC AV LP PAYC 2033 BLACKROCK INST. TRUST COMPANY, N.A. · EIN 93-3176525 / PN 001 | Common Collective Trust | — | — | $172.5M | 6.7% | |
| [DFE: BLACKROCK LIFEPATH PAYCHECK 2035 NON-LENDABLE FUND F (extraction pending)] | — | — | — | $166.5M | 6.5% | |
| BTC AV LP PAYC 2035 BLACKROCK INST. TRUST COMPANY, N.A. · EIN 93-3124939 / PN 001 | Common Collective Trust | — | — | $166.5M | 6.5% | |
| BTC AV LP PAYC 2050 BLACKROCK INST. TRUST COMPANY, N.A. · EIN 93-3133067 / PN 001 | Common Collective Trust | — | — | $154.8M | 6.0% | |
| [DFE: BLACKROCK LIFEPATH PAYCHECK 2027 INCOME NON-LENDABLE FUND F (extraction pending)] | — | — | — | $153.4M | 6.0% | |
| BTC AV LP PAYC 2027 BLACKROCK INST. TRUST COMPANY, N.A. · EIN 93-3176356 / PN 001 | Common Collective Trust | — | — | $153.4M | 6.0% | |
| MIP II CL 3 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $113.5M | 4.4% | |
| BTC AV LP PAYC 2055 BLACKROCK INST. TRUST COMPANY, N.A. · EIN 93-3133274 / PN 001 | Common Collective Trust | — | — | $110.9M | 4.3% | |
| TRP GRTH STK TRUST B T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 013 | Common Collective Trust | — | — | $104.9M | 4.1% | |
| [DFE: BLACKROCK LIFEPATH PAYCHECK 2024 INCOME NON-LENDABLE FUND F (extraction pending)] | — | — | — | $87.3M | 3.4% | |
| BTC AV LP PAYC 2024 BLACKROCK INST. TRUST COMPANY, N.A. · EIN 93-3176252 / PN 001 | Common Collective Trust | — | — | $87.3M | 3.4% | |
| RUSSELL 1000 INDEX NL FUND E | — | — | — | $86.5M | 3.4% | |
| [DFE: BLACKROCK LIFEPATH PAYCHECK 40-60 RETIREMENT NON-LENDABLE FUND F (extraction pending)] | — | — | — | $86.1M | 3.4% | |
| BTC AV LP PAYC 40-60 BLACKROCK INST. TRUST COMPANY, N.A. · EIN 93-3199861 / PN 001 | Common Collective Trust | — | — | $86.1M | 3.4% | |
| RUSSELL 1000 INDEX NL FUND E | — | — | — | $70.6M | 2.8% | |
| RUSSELL 1000 INDEX NL FUND E | — | — | — | $65.0M | 2.5% | |
| BTC AV LP PAYC 2060 BLACKROCK INST. TRUST COMPANY, N.A. · EIN 93-3139935 / PN 001 | Common Collective Trust | — | — | $55.7M | 2.2% | |
| [DFE: BLACKROCK LIFEPATH PAYCHECK 2021 INCOME NON-LENDABLE FUND F (extraction pending)] | — | — | — | $53.7M | 2.1% | |
| BTC AV LP PAYC 2021 BLACKROCK INST. TRUST COMPANY, N.A. · EIN 93-3163337 / PN 001 | Common Collective Trust | — | — | $53.7M | 2.1% | |
| BLK MSCI ACWI EX-US IMI IDX NL FD F | — | — | — | $50.8M | 2.0% | |
| BLK MSCI ACWI EX-US IMI IDX NL FD F | — | — | — | $38.2M | 1.5% | |
| BLK MSCI ACWI EX-US IMI IDX NL FD F | — | — | — | $36.4M | 1.4% | |
| NT EXT MKT IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $33.5M | 1.3% | |
| RUSSELL 1000 INDEX NL FUND E | — | — | — | $32.9M | 1.3% | |
| BTC AV LP PAYC 2065 BLACKROCK INST. TRUST COMPANY, N.A. · EIN 93-3163050 / PN 001 | Common Collective Trust | — | — | $29.9M | 1.2% | |
| INT GOVERNMENT BOND INDEX NL FUND | — | — | — | $28.0M | 1.1% | |
| BLK LP PAYCHECK 2030 INSR INC FD-EQ | — | — | — | $23.2M | 0.9% | |
| NT ACWI EX US NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 117 | Common Collective Trust | — | — | $22.0M | 0.9% | |
| BLK MSCI ACWI EX-US IMI IDX NL FD F | — | — | — | $19.3M | 0.8% | |
| 0-5 YEAR US TIPS NON-LENDABLE FUND | — | — | — | $18.2M | 0.7% | |
| FIAM SMID CAP CL O FIAM TRUST COMPANY · EIN 20-4659714 / PN 029 | Common Collective Trust | — | — | $18.1M | 0.7% | |
| RUSSELL 1000 INDEX NL FUND E | — | — | — | $17.7M | 0.7% | |
| BLK LP PAYCHECK 2030 INSR INC FD-BH | — | — | — | $15.4M | 0.6% | |
| FIAM SEL EM EQ CL D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 100 | Common Collective Trust | — | — | $13.3M | 0.5% | |
| US SECURITIZED INDEX FUND E | — | — | — | $12.4M | 0.5% | |
| [DFE: BLACKROCK LIFEPATH PAYCHECK 2018 INCOME NON-LENDABLE FUND F (extraction pending)] | — | — | — | $10.8M | 0.4% | |
| BTC AV LP PAYC 2018 BLACKROCK INST. TRUST COMPANY, N.A. · EIN 93-3163190 / PN 001 | Common Collective Trust | — | — | $10.8M | 0.4% | |
| BLK MSCI ACWI EX-US IMI IDX NL FD F | — | — | — | $10.4M | 0.4% | |
| NT TIPS INDEX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 091 | Common Collective Trust | — | — | $10.1M | 0.4% | |
| NT AGGR BD IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $9.2M | 0.4% | |
| INT TERM CREDIT BOND INDEX NL FUND | — | — | — | $7.6M | 0.3% | |
| RUSSELL 2000 INDEX NL FUND E | — | — | — | $6.1M | 0.2% | |
| LONG TERM CREDIT BOND INDEX NL FUND | — | — | — | $5.4M | 0.2% | |
| RUSSELL 2000 INDEX NL FUND E | — | — | — | $4.7M | 0.2% | |
| FTSE NAREIT ALL EQ REITS IDX NL FD | — | — | — | $4.7M | 0.2% | |
| FTSE NAREIT ALL EQ REITS IDX NL FD | — | — | — | $3.6M | 0.1% | |
| GLOBAL CORE INFRA IDX NL FD E | — | — | — | $3.0M | 0.1% | |
| RUSSELL 2000 INDEX NL FUND E | — | — | — | $2.4M | <0.1% | |
| US SECURITIZED INDEX FUND E | — | — | — | $2.1M | <0.1% | |
| RUSSELL 2000 INDEX NL FUND E | — | — | — | $2.1M | <0.1% | |
| ENHANCED ROLL YIELD INDEX FUND E | — | — | — | $1.7M | <0.1% | |
| LONG TERM CREDIT BOND INDEX NL FUND | — | — | — | $1.6M | <0.1% | |
| FTSE NAREIT ALL EQ REITS IDX NL FD | — | — | — | $1.5M | <0.1% | |
| RUSSELL 2000 INDEX NL FUND E | — | — | — | $1.3M | <0.1% | |
| FTSE NAREIT ALL EQ REITS IDX NL FD | — | — | — | $585K | <0.1% | |
| LONG TERM CREDIT BOND INDEX NL FUND | — | — | — | $563K | <0.1% | |
| BTC AV LP PAYC 50-50 BLACKROCK INST. TRUST COMPANY, N.A. · EIN 93-3200020 / PN 001 | Common Collective Trust | — | — | $404K | <0.1% | |
| LONG TERM CREDIT BOND INDEX NL FUND | — | — | — | $303K | <0.1% | |
| FTSE NAREIT ALL EQ REITS IDX NL FD | — | — | — | $283K | <0.1% | |
| LONG TERM GOV BOND INDEX NL FUND | — | — | — | $245K | <0.1% | |
| RUSSELL 1000 INDEX NL FUND E | — | — | — | $120K | <0.1% | |
| BLK MSCI ACWI EX-US IMI IDX NL FD F | — | — | — | $61K | <0.1% | |
| INT GOVERNMENT BOND INDEX NL FUND | — | — | — | $47K | <0.1% | |
| US SECURITIZED INDEX FUND E | — | — | — | $46K | <0.1% | |
| INT TERM CREDIT BOND INDEX NL FUND | — | — | — | $39K | <0.1% | |
| 0-5 YEAR US TIPS NON-LENDABLE FUND | — | — | — | $35K | <0.1% | |
| LONG TERM GOV BOND INDEX NL FUND | — | — | — | $26K | <0.1% | |
| LONG TERM CREDIT BOND INDEX NL FUND | — | — | — | $11K | <0.1% | |
| FTSE NAREIT ALL EQ REITS IDX NL FD | — | — | — | $7K | <0.1% | |
| ENHANCED ROLL YIELD INDEX FUND E | — | — | — | $5K | <0.1% | |
| GLOBAL CORE INFRA IDX NL FD E | — | — | — | $5K | <0.1% | |
| RUSSELL 2000 INDEX NL FUND E | — | — | — | $3K | <0.1% | |
| FTSE NAREIT ALL EQ REIT TD NL TD FD | — | — | — | $3K | <0.1% | |
| MSCI ACWI EX-US IMI TD NL TRD FD | — | — | — | $2K | <0.1% | |
| MSCI ACWI EX-US IMI TD NL TRD FD | — | — | — | $2K | <0.1% | |
| FTSE NAREIT ALL EQ REIT TD NL TD FD | — | — | — | $2K | <0.1% | |
| MSCI ACWI EX-US IMI TD NL TRD FD | — | — | — | $900 | <0.1% | |
| RUSSELL 1000 INDEX TD NL TRADING FD | — | — | — | $721 | <0.1% | |
| FTSE NAREIT ALL EQ REIT TD NL TD FD | — | — | — | $678 | <0.1% | |
| RUSSELL 1000 INDEX TD NL TRADING FD | — | — | — | $626 | <0.1% | |
| MSCI ACWI EX-US IMI TD NL TRD FD | — | — | — | $471 | <0.1% | |
| RUSSELL 1000 INDEX TD NL TRADING FD | — | — | — | $434 | <0.1% | |
| RUSSELL 1000 INDEX TD NL TRADING FD | — | — | — | $334 | <0.1% | |
| FTSE NAREIT ALL EQ REIT TD NL TD FD | — | — | — | $281 | <0.1% | |
| RUSSELL 1000 INDEX TD NL TRADING FD | — | — | — | $186 | <0.1% | |
| FTSE NAREIT ALL EQ REIT TD NL TD FD | — | — | — | $149 | <0.1% | |
| FTSE NAREIT ALL EQ REIT TD NL TD FD | — | — | — | $4 | <0.1% | |
| BTC LP IDX 2035 H BLACKROCK INST. TRUST COMPANY, N. A · EIN 85-3856926 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LP IDX 2045 H BLACKROCK INST. TRUST COMPANY, N. A · EIN 85-3864341 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LP IDX 2055 H BLACKROCK INST. TRUST COMPANY, N. A · EIN 85-3892990 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LP IDX 2050 H BLACKROCK INST. TRUST COMPANY, N. A · EIN 85-3864657 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LP IDX 2060 H BLACKROCK INST. TRUST COMPANY, N.A. · EIN 47-1914862 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LP IDX 2065 H BLACKROCK INST. TRUST COMPANY, N. A · EIN 85-3898297 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LP IDX 2040 H BLACKROCK INST. TRUST COMPANY, N. A · EIN 85-3857000 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LP IDX 2025 H BLACKROCK INST. TRUST COMPANY, N. A · EIN 85-3840784 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LP IDX 2030 H BLACKROCK INST. TRUST COMPANY, N. A · EIN 85-3840961 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LP IDX RET H BLACKROCK INST. TRUST COMPANY, N. A · EIN 85-3898456 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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