How big is Grape Wealth Management's plan?

Grape Wealth Management's plan reported $2K in assets for 2024.

Original filing (PDF)20250812100112NAL0007146771001

Grape Wealth Management

Name: Grape Wealth Management — Grape Wealth Management, Form 5500 (2024)
Creator: Grape Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Grape Wealth Management 401(k) Plan

401(k) retirement plan · Grape Wealth Management's Grape Wealth Management 401(k) Plan reported $2K in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

People on this filing

Shirley Horner signed Grape Wealth Management's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Grape Wealth Management's EIN is 88-0785748.

EIN 88-0785748

Plan number 001

Plan year 2024

ACK ID 20250812100112NAL0007146771001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Grape Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Grape Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GRAPE WEALTH MANAGEMENT.

Finding similar companies…

Plan health score

Above-average plan

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