How big is GRT Financial, Inc.'s plan?

GRT Financial, Inc.'s plan reported $659K in assets and 171 participants for 2024.

Original filing (PDF)20251010123003NAL0013112880001

GRT Financial, Inc.

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

Form 5500-SF

FILING_RECEIVED

GRT Financial 401(k) Plan

401(k) retirement plan · GRT Financial, Inc.'s GRT Financial 401(k) Plan held $659K in plan assets for 171 participants in 2024.

Signals · 1

No auditor on file

Active participants

171

Accounts w/ balance

Plan assets (EOY)

$659K

Net assets (EOY)

$659K

People on this filing

Daniel Carlson signed GRT Financial, Inc.'s 2024 Form 5500 as plan administrator.

Daniel Carlson — 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

GRT Financial, Inc.'s EIN is 61-1773499.

EIN 61-1773499

Plan number 001

Plan year 2024

ACK ID 20251010123003NAL0013112880001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

GRT Financial, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score