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Original filing (PDF)20251009145056NAL0006754977001
GRANITE VNA, INC.
Form 5500
FILING_RECEIVED
GRANITE VNA, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
411
Accounts w/ balance
603
Plan assets (EOY)
$42.4M
Net assets (EOY)
$42.4M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRANITE VNA, INC..
Plan sponsor
Name
GRANITE VNA, INC.
EIN
02-0222122
Address
30 PILLSBURY STREET · CONCORD, NH · 03301
Phone
(603) 224-4093
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDMP ASSURANCE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | 93-0987232 | — | BROKER/DEALER | $20K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | N/A | $24K | — |
Investments
21 direct securities· $42.1M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds MyCompass 2030 R | — | — | — | $8.4M | 19.8% | |
| American Funds MyCompass 2035 R | — | — | — | $6.9M | 16.3% | |
| American Funds MyCompass 2040 R | — | — | — | $6.2M | 14.5% | |
| American Funds MyCompass 2025 R | — | — | — | $6.0M | 14.2% | |
| American Funds MyCompass 2045 R | — | — | — | $4.1M | 9.6% | |
| American Funds MyCompass 2020 R | — | — | — | $2.6M | 6.2% | |
| American Funds MyCompass 2050 R | — | — | — | $2.0M | 4.8% | |
| Fidelity 500 Index Fund | — | — | — | $1.8M | 4.1% | |
| American Funds MyCompass 2055 R | — | — | — | $1.2M | 2.8% | |
| American Funds MyCompass 2060 R | — | — | — | $797K | 1.9% | |
| American Funds MyCompass 2015 R | — | — | — | $448K | 1.1% | |
| Fidelity Adv Total Bond Z | — | — | — | $338K | 0.8% | |
| Fidelity Mid Cap Index | — | — | — | $238K | 0.6% | |
| PIMCO Income Fund Inst | — | — | — | $235K | 0.6% | |
| Voya Gov MMkt (Hold) ** 482 * Voya Fixed Account B | — | — | — | $169K | 0.4% | |
| CIT Large Cap Growth II R1 | — | — | — | $169K | 0.4% | |
| American Funds MyCompass 2065 R | — | — | — | $148K | 0.3% | |
| MassMutual Overseas I | — | — | — | $131K | 0.3% | |
| American Funds American Balanced R6 | — | — | — | $100K | 0.2% | |
| CIT Large Cap Value Fund R1 | — | — | — | $98K | 0.2% | |
| MassMutual Small Cap Opp I | — | — | — | $64K | 0.2% |