Original filing (PDF)20250923131156NAL0009250594001

ASSETGRADE, LLC

Name: ASSETGRADE, LLC — ASSETGRADE, LLC 401(K) PLAN, Form 5500 (2024)
Creator: ASSETGRADE, LLC

Form 5500-SF

FILING_RECEIVED

ASSETGRADE, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$584K

Net assets (EOY)

$584K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASSETGRADE, LLC.

Plan sponsor

Name

ASSETGRADE, LLC

EIN

46-3348585all filings

Address

1290 ROSE CREEK · GREENSBORO, GA · 30642

Phone

(706) 817-4500

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-09-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

VIKING SUPPLY CO

VIKING SUPPLY CO 401(K) PROFIT SHARING PLAN & TRUST

$584K · 19 participants

FILMATERIA STUDIOS

FILMATERIA STUDIOS RETIREMENT TRUST

$584K · 5 participants

PDF ENGINEERING LLC

PDF ENGINEERING LLC 401(K) PROFIT SHARING PLAN & TRUST

$584K · 12 participants

SOCIETY FOR TECHNICAL COMMUNICATION

SOCIETY FOR TECHNICAL COMMUNICATION 401(K) PROFIT SHARING PLAN & TRUST

$584K · 2 participants

INTERNAL MEDICINE OF WILLIAMSBURG, INC.

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.