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Original filing (PDF)20240228111351NAL0007065011001
GRIDSOURCE INCORPORATED, LLC
Form 5500-SF
FILING_RECEIVED
GRIDSOURCE INCORPORATED, LLC PROFIT SHARING PLAN & TRUST
Defined-contribution retirement plan
Active participants
108
Accounts w/ balance
129
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRIDSOURCE INCORPORATED, LLC.
Plan sponsor
Name
GRIDSOURCE INCORPORATED, LLC
EIN
72-0883671
Address
600 CLEVELAND STREET · SUITE 710 · CLEARWATER, FL · 33755
Phone
(225) 752-2253
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-02-28
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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