How big is Gridvest Partners, LLC's plan?

Gridvest Partners, LLC's plan reported $30K in assets and 1 participants for 2024.

Original filing (PDF)20250718090659NAL0001394625001

Gridvest Partners, LLC

Name: Gridvest Partners, LLC — Gridvest Partners, LLC, Form 5500 (2024)
Creator: Gridvest Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gridvest Partners, LLC 401(k) Plan

401(k) retirement plan · Gridvest Partners, LLC's Gridvest Partners, LLC 401(k) Plan held $30K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$30K

Net assets (EOY)

$30K

People on this filing

Marcus Bowie signed Gridvest Partners, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Gridvest Partners, LLC's EIN is 92-3894198.

EIN 92-3894198

Plan number 001

Plan year 2024

ACK ID 20250718090659NAL0001394625001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gridvest Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gridvest Partners, LLC'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 GRIDVEST PARTNERS, 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