Granite VNA, Inc.'s EIN is 02-0222122.
Download the official 2024 Form 5500 (PDF) for Granite VNA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Granite VNA, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | 93-0987232 | — | BROKER/DEALER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | N/A | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds MyCompass 2030 R | Mutual Funds | — | — | $8.4M | 19.8% | |
| American Funds MyCompass 2035 R | Mutual Funds | — | — | $6.9M | 16.3% | |
| American Funds MyCompass 2040 R | Mutual Funds | — | — | $6.2M | 14.5% | |
| American Funds MyCompass 2025 R | Mutual Funds | — | — | $6.0M | 14.2% | |
| American Funds MyCompass 2045 R | Mutual Funds | — | — | $4.1M | 9.6% | |
| American Funds MyCompass 2020 R | Mutual Funds | — | — | $2.6M | 6.2% | |
| American Funds MyCompass 2050 R | Mutual Funds | — | — | $2.0M | 4.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.8M | 4.1% | |
| American Funds MyCompass 2055 R | Mutual Funds | — | — | $1.2M | 2.8% | |
| American Funds MyCompass 2060 R | Mutual Funds | — | — | $797K | 1.9% | |
| American Funds MyCompass 2015 R | Mutual Funds | — | — | $448K | 1.1% | |
| Fidelity Adv Total Bond Z | Mutual Funds | — | — | $338K | 0.8% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $238K | 0.6% | |
| PIMCO Income Fund Inst | Mutual Funds | — | — | $235K | 0.6% | |
| Voya Gov MMkt (Hold) ** 482 * Voya Fixed Account B | Other securities | — | — | $169K | 0.4% | |
| CIT Large Cap Growth II R1 | Common Collective Trusts | — | — | $169K | 0.4% | |
| American Funds MyCompass 2065 R | Mutual Funds | — | — | $148K | 0.3% | |
| MassMutual Overseas I | Other securities | — | — | $131K | 0.3% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $100K | 0.2% | |
| CIT Large Cap Value Fund R1 | Common Collective Trusts | — | — | $98K | 0.2% | |
| MassMutual Small Cap Opp I | Other securities | — | — | $64K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
