How big is Assetgrade, LLC's plan?

Assetgrade, LLC's plan reported $584K in assets and 5 participants for 2024.

Original filing (PDF)20250923131156NAL0009250594001

Assetgrade, LLC

Name: Assetgrade, LLC — Assetgrade, LLC 401(k) Plan, Form 5500 (2024)
Creator: Assetgrade, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Assetgrade, LLC 401(k) Plan

401(k) retirement plan · Assetgrade, LLC's Assetgrade, LLC 401(k) Plan held $584K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$584K

Net assets (EOY)

$584K

People on this filing

Susan Powers signed Assetgrade, LLC's 2024 Form 5500 as plan administrator.

Susan Powers — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Assetgrade, LLC's EIN is 46-3348585.

EIN 46-3348585

Plan number 001

Plan year 2024

ACK ID 20250923131156NAL0009250594001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Assetgrade, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Assetgrade, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

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