Retirement plan

GRAVITY CONSULTING, LLC 401(K) PLAN

Name: GRAVITY CONSULTING, LLC - GRAVITY CONSULTING, LLC 401(K) PLAN (2025) Form 5500
Creator: GRAVITY CONSULTING, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GRAVITY CONSULTING, LLC 401(K) PLAN, GRAVITY CONSULTING, LLC

GRAVITY CONSULTING, LLCEIN 27-0297988Plan #001PY 2025

32617 SE 44TH STREET - FALL CITY, WA 98024425-281-1461

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.5M

+32.2% from 2024

Total participants

+14.3% from 2024

Average account balance

$189,899

+15.7% from 2024

Annual return

20.60%

+4.41 pp from 2024

Benchmarks

See 10,223 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort10,223 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.52M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$190K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$133K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+20.60%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$189,899

$124,980+51.9%

$108,359+75.2%

$154,746+22.7%

Participation rate

100.0%

75.2%+24.8pp

70.1%+29.9pp

80.7%+19.3pp

Annual return

20.60%

45.00%-24.4pp

36.89%-16.3pp

172.34%-151.7pp

Employer contribution / active EE

$2,929

$2,851+2.7%

$2,399+22.1%

$4,379-33.1%

Participant deferral / active EE

$13,733

$4,743+189.5%

$4,137+231.9%

$6,730+104.0%

Admin fee / account holder

$11,502-100.0%

$9,741-100.0%

$14,365-100.0%

GRAVITY CONSULTING, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

GRAVITY CONSULTING, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion