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Original filing (PDF)20250909052623NAL0019912033001
GRAVIE, INC.
Form 5500
FILING_RECEIVED
GRAVIE, INC. 401K PLAN
401(k) retirement plan
Active participants
405
Accounts w/ balance
553
Plan assets (EOY)
$15.2M
Net assets (EOY)
$15.2M
How this plan invests
This plan
1 pooled trust
Schedule D
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRAVIE, INC..
Plan sponsor
Name
GRAVIE, INC.
EIN
46-2944277
Address
10 NE 2ND STREET SUITE 300 · MINNEAPOLIS, MN · 55413
Phone
(612) 355-1590
Industry
Finance & Insurancesee 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
2025-09-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $17K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $24K | — |
Investments
29 direct securities · 1 pooled fund· $15.1M(99% 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.
Registered Investment Companies
$14.9M
29 holdings
Common Collective Trust
$122K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $2.3M | 15.4% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $2.0M | 13.3% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.9M | 12.4% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.4M | 9.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.2M | 8.1% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.0M | 6.9% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $607K | 4.0% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $597K | 3.9% | |
| T ROWE PRICE GROWTH STOCK I | Registered Investment Companies | — | — | $584K | 3.8% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $581K | 3.8% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $367K | 2.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $307K | 2.0% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $285K | 1.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $243K | 1.6% | |
| JOHN HANCOCK DISC VALUE MC R6 | Registered Investment Companies | — | — | $143K | 0.9% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $141K | 0.9% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $138K | 0.9% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $137K | 0.9% | |
| DODGE & COX INCOME I | Registered Investment Companies | — | — | $133K | 0.9% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $129K | 0.8% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $122K | 0.8% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $103K | 0.7% | |
| INVESCO GLOBAL R6 | Registered Investment Companies | — | — | $94K | 0.6% | |
| NUVEEN LARGE CAP RESP EQ R6 | Registered Investment Companies | — | — | $89K | 0.6% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $88K | 0.6% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $87K | 0.6% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $70K | 0.5% | |
| AMERICAN BEACON SM CP VL R6 | Registered Investment Companies | — | — | $61K | 0.4% | |
| DFA INTL SUSTAIN CORE 1 INST | Registered Investment Companies | — | — | $14K | <0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $4K | <0.1% |
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