AUMdb

Gridworks, Inc. 401(k) Plan

Sponsored by Gridworks, Inc. · EIN 271892742 · Plan #001

Total assets
$8.8M
Net assets
$8.8M
Active participants
274
With balances
274

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Osaic Wealth, Inc. CRD 23131 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Osaic Wealth Inc Investment advisory (plan) $35,972
Empower Annuity Insurance Company Recordkeeping fees $29,373
Scps, Llc Contract administrator $18,044
Empower Advisory Group, Llc Investment management $1,540
Rio Benefits Group, Llc Contract administrator $875