Gradient Financial Group, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Gradient Financial Group, LLC
  • Sponsor EIN: 263422329
  • Sponsor Address: 4105 LEXINGTON AVENUE NORTH, ARDEN HILLS, MN, 55126
  • Plan Type: 401(k)
  • Plan Number: 501
  • Total Participants: 347
  • Total Assets: $0

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024347$0$0$0
2023316$0$0$0
2022532$0$0$0

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