Grady Management, Inc.'s EIN is 52-0810992.
Download the official 2024 Form 5500 (PDF) for Grady Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Grady Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINCL SVCS | 59-2937883 | ST PETERSBURG, FL | INVESTMENT ADVISOR | $30K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PUTNAM RETIREMENT ADVAN TRST 2035 X PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $2.4M | 13.3% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $2.0M | 11.2% | |
| PUTNAM RETIREMENT ADVAN TRST 2030 X PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $1.9M | 10.4% | |
| PUTNAM RETIREMENT ADVAN TRST 2050 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $1.4M | 7.6% | |
| PUTNAM RETIREMENT ADVAN TRST 2045 X PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $1.3M | 7.3% | |
| Delaware Small Cap Value R6 | Other securities | — | — | $1.3M | 7.0% | |
| PUTNAM RETIREMENT ADVAN TRST 2040 X PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $1.0M | 5.7% | |
| BlackRock Technology Opportunities Instl | Other securities | — | — | $1.0M | 5.7% | |
| PIMCO Total Return Instl | Mutual Funds | — | — | $885K | 4.9% | |
| PUTNAM RETIREMENT ADVAN TRST 2025 X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $855K | 4.7% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $744K | 4.1% | |
| PUTNAM RETIREMENT ADVAN TRST 2055 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $694K | 3.8% | |
| (FBRIC) * Empower Key Guaranteed Portfolio Fund | Guaranteed Income / GIC | — | — | $366K | 2.0% | |
| Participant loans Maturing at various dates, bearing interest at rates from 4.25% to 9.50% -0- | Bonds / Notes | — | — | $339K | 1.9% | |
| PUTNAM RETIREMENT ADVAN TRST 2060 X PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $300K | 1.7% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $276K | 1.5% | |
| Victory RS Global R6 | Other securities | — | — | $234K | 1.3% | |
| American Funds American Funds Washington Mutual R6 | Mutual Funds | — | — | $231K | 1.3% | |
| PUTNAM RETIREMENT ADVAN TRST MAT X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $216K | 1.2% | |
| Empower T. Rowe Price Mid Cap GR Inst | Other securities | — | — | $168K | 0.9% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $167K | 0.9% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $98K | 0.5% | |
| Vanguard Explorer Adm | Mutual Funds | — | — | $95K | 0.5% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $77K | 0.4% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLANNERS & ADMINISTRATOR | 62-1038805 | FALLS CHURCH, VA | THIRD PARTY ADMIN | $16K | — |
