How big is On the Grid Financial's plan?

On the Grid Financial's plan reported $1.5M in assets and 6 participants for 2025.

Original filing (PDF)20260429122223NAL0006159475001

On the Grid Financial

Name: On the Grid Financial — On the Grid Financial 401(k), Form 5500 (2025)
Creator: On the Grid Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

On the Grid Financial 401(k) Retirement Plan

401(k) retirement plan · On the Grid Financial's On the Grid Financial 401(k) Retirement Plan held $1.5M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Tracy Burke signed On the Grid Financial's 2025 Form 5500 as plan administrator.

Tracy Burke — 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

On the Grid Financial's EIN is 58-0566428.

EIN 58-0566428

Plan number 001

Plan year 2025

ACK ID 20260429122223NAL0006159475001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for On the Grid Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

On the Grid Financial's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ON THE GRID FINANCIAL.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score