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Original filing (PDF)20251009160021NAL0007260801001
GRID DYNAMICS HOLDINGS, INC.
Form 5500
FILING_RECEIVED
GRID DYNAMICS INTERNATIONAL INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
357
Accounts w/ balance
203
Plan assets (EOY)
$10.6M
Net assets (EOY)
$10.6M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 57% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRID DYNAMICS HOLDINGS, INC..
Plan sponsor
Name
GRID DYNAMICS HOLDINGS, INC.
EIN
83-0632724
Address
5000 EXECUTIVE PARKWAY · SUITE 520 · SAN RAMON, CA · 94583
Phone
(510) 358-1072
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $2K | — |
Investments
31 direct securities· $10.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $2.0M | 19.0% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.3M | 12.6% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.0M | 9.9% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $748K | 7.1% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $709K | 6.7% | |
| AB Large Cap Growth Z Alliance Bernstein 0 | — | — | — | $701K | 6.6% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $697K | 6.6% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $522K | 4.9% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $270K | 2.6% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $269K | 2.5% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $215K | 2.0% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $205K | 1.9% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $197K | 1.9% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $195K | 1.8% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $189K | 1.8% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $169K | 1.6% | |
| Carillon Eagle Mid Cap Growth R6 Carillon 0 | — | — | — | $165K | 1.6% | |
| William Blair Small Cap Growth R6 William 0 | — | — | — | $157K | 1.5% | |
| Putnam Large Cap Value R6 Putnam 0 | — | — | — | $124K | 1.2% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $113K | 1.1% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $110K | 1.0% | |
| Victory Core Plus Interm Bond R6 Victory 0 | — | — | — | $83K | 0.8% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $62K | 0.6% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $56K | 0.5% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $46K | 0.4% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | — | — | — | $39K | 0.4% | |
| Vanguard S-T Infl-Prot Sec Idx Adm Vanguard 0 | — | — | — | $31K | 0.3% | |
| (CL)Victory Sycamore Established Val R6 Victory 0 | — | — | — | $28K | 0.3% | |
| Neuberger Berman Strategic Income R6 Neuberger Berman 0 | — | — | — | $23K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $17K | 0.2% | |
| MFS International Growth R6 MFS 0 | — | — | — | $5K | <0.1% |
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