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Original filing (PDF)20250828144433NAL0005627251001
GRANITE CITY ELECTRIC SUPPLY CO.
Form 5500
FILING_RECEIVED
GRANITE CITY ELECTRIC SUPPLY PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Active participants
448
Accounts w/ balance
519
Plan assets (EOY)
$42.9M
Net assets (EOY)
$42.9M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRANITE CITY ELECTRIC SUPPLY CO..
Plan sponsor
Name
GRANITE CITY ELECTRIC SUPPLY CO.
EIN
04-1384230
Address
19 QUINCY AVE · QUINCY, MA · 02169
Phone
(617) 472-6500
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $58K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $18K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS | 44-0160260 | — | ACCOUNTANT/AUDITOR | $8K | — |
| MAZARS USA LLP | 13-1459550 | — | ACCOUNTANT/AUDITOR | $7K | — |
Investments
31 direct securities · 1 pooled fund· $42.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$37.8M
30 holdings
Mutual Funds
$5.0M
1 holding
Common Collective Trust
$151K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 Fund | — | — | — | $6.1M | 14.2% | |
| s * Fidelity 500 Index Fund | Mutual Funds | — | — | $5.0M | 11.6% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $4.6M | 10.8% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $3.0M | 7.0% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $2.7M | 6.3% | |
| Money Market * Fidelity Government Money Market | — | — | — | $2.2M | 5.1% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $1.9M | 4.3% | |
| Fidelity Select Technology Fund | — | — | — | $1.7M | 3.9% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $1.6M | 3.7% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $1.5M | 3.4% | |
| Fidelity Balanced K6 Fund | — | — | — | $1.3M | 3.1% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $1.3M | 3.1% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $1.2M | 2.8% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $1.2M | 2.8% | |
| Fidelity Select Healthcare Fund | — | — | — | $1.1M | 2.6% | |
| Notes Receivable from Participants 4.25% – 9.50% maturing at various dates | — | — | — | $955K | 2.2% | |
| Fidelity Total Bond K6 Fund | — | — | — | $904K | 2.1% | |
| Fidelity International Index Fund | — | — | — | $785K | 1.8% | |
| John Hancock Enterprise I Fund | — | — | — | $636K | 1.5% | |
| T. Rowe Price Retirement 2015 Fund | — | — | — | $601K | 1.4% | |
| Victory Sycamore Established Fund | — | — | — | $487K | 1.1% | |
| American Funds New World R6 Fund | — | — | — | $476K | 1.1% | |
| JPMorgan Equity Income R5 Fund | — | — | — | $357K | 0.8% | |
| T. Rowe Price Retirement 2065 Fund | — | — | — | $240K | 0.6% | |
| Fidelity Capital & Income Fund | — | — | — | $238K | 0.6% | |
| Fidelity Extended Market Index Fund | — | — | — | $225K | 0.5% | |
| T. Rowe Price Retirement 2005 Fund ** 185 T. Rowe Price Retirement 2010 Fund | — | — | — | $201K | 0.5% | |
| Columbia Small Cap Value Fund | — | — | — | $196K | 0.5% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $151K | 0.4% | |
| American Funds Inflation Linked Bond Fund R6 | — | — | — | $42K | <0.1% | |
| American Century Small Cap Growth R6 | — | — | — | $13K | <0.1% | |
| Calvert US Large Cap Core Responsible Index | — | — | — | $11K | <0.1% |