Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GRATO HOLDINGS, INC.
EIN 27-0269085health, wellness and fitnessLatest filing 2024
Plans
2
Retirement
2
$21.7M assets
Welfare
0
Participants
249
201 APPLE BOULEVARD - WOODBINE, IA 515791503712-647-2499gratoholdings.comLinkedIn51-200 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $21.7M assets / 249 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GRATO EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$21.2M
Participants136
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GRATO HOLDINGS, INC. 401(K) PLAN
401k
Assets$541K
Participants113
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GRATO EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $21.2M | 136 | 2024 | |
| 002 | GRATO HOLDINGS, INC. 401(K) PLAN | 401k | $541K | 113 | 2024 |
Retirement plans