How big is Gradient Capital Advisors, LLC's plan?

Gradient Capital Advisors, LLC's plan reported $2.6M in assets and 5 participants for 2024.

Original filing (PDF)20250923122109NAL0002549955001

Gradient Capital Advisors, LLC

Name: Gradient Capital Advisors, LLC — Gradient Capital, Form 5500 (2024)
Creator: Gradient Capital Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gradient Capital Advisors, LLC Defined Benefit Pension Plan

Defined-benefit pension plan · Gradient Capital Advisors, LLC's Gradient Capital Advisors, LLC Defined Benefit Pension Plan held $2.6M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Timothy Sagawa signed Gradient Capital Advisors, LLC's 2024 Form 5500 as plan administrator.

Timothy Sagawa — 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

Gradient Capital Advisors, LLC's EIN is 46-3539447.

EIN 46-3539447

Plan number 002

Plan year 2024

ACK ID 20250923122109NAL0002549955001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Gradient Capital Advisors, LLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score