How big is Saluda Grade Advisory LLC's plan?

Saluda Grade Advisory LLC's plan reported $2.3M in assets and 31 participants for 2023.

Original filing (PDF)20240716160712NAL0007110594001

Saluda Grade Advisory LLC

Name: Saluda Grade Advisory LLC — Saluda Grade Advisory, Form 5500 (2023)
Creator: Saluda Grade Advisory LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Saluda Grade Advisory Retirement Plan

401(k) retirement plan · Saluda Grade Advisory LLC's Saluda Grade Advisory Retirement Plan held $2.3M in plan assets for 31 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

CHAD Carroll signed Saluda Grade Advisory LLC's 2023 Form 5500 as plan administrator.

CHAD Carroll — 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

Saluda Grade Advisory LLC's EIN is 87-0917487.

EIN 87-0917487

Plan number 001

Plan year 2023

ACK ID 20240716160712NAL0007110594001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Saluda Grade Advisory LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Saluda Grade Advisory LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SALUDA GRADE ADVISORY LLC.

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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