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Original filing (PDF)20250929132012NAL0015248035001
GRANITE TELECOMMUNICATIONS, LLC
Form 5500
FILING_RECEIVED
GRANITE TELECOMMUNICATIONS 401(K) PLAN
401(k) retirement plan
Active participants
1,979
Accounts w/ balance
2,331
Plan assets (EOY)
$198.4M
Net assets (EOY)
$198.4M
How this plan invests
This plan
6 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 16 bps in Schedule C fees — 64% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRANITE TELECOMMUNICATIONS, LLC.
Plan sponsor
Name
GRANITE TELECOMMUNICATIONS, LLC
EIN
04-3643290
Address
1 HERITAGE DR · QUINCY, MA · 02171
Phone
(617) 837-4444
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $143K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 20-8764829 | — | INVESTMENT ADVISOR | $109K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC | 94-1737782 | — | SECURITIES BROKER | $173 | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELOITTE & TOUCHE LLP | 13-3891517 | — | AUDITOR | $50K | — |
| CITRIN COOPERMAN & COMPANY, LLP | 22-2428965 | — | AUDITOR | $22K | — |
Investments
30 direct securities · 6 pooled funds· $198.6M(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
$177.4M
30 holdings
Common Collective Trust
$21.1M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2055 Trgt Date Retire R6 | — | — | — | $23.9M | 12.0% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $20.5M | 10.3% | |
| American Funds American Funds 2060 Trgt Date Retire R6 | — | — | — | $17.0M | 8.6% | |
| American Funds American Funds 2050 Trgt Date Retire R6 | — | — | — | $16.2M | 8.2% | |
| American Funds American Funds 2040 Trgt Date Retire R6 | — | — | — | $14.8M | 7.4% | |
| Blackrock iShares S&P 500 Index K | — | — | — | $14.4M | 7.2% | |
| American Funds American Funds New Perspective R6 | — | — | — | $6.7M | 3.4% | |
| American Funds American Funds 2035 Trgt Date Retire R6 | — | — | — | $6.1M | 3.1% | |
| American Funds American Funds 2045 Trgt Date Retire R6 | — | — | — | $6.1M | 3.1% | |
| Vanguard Mid Cap Index Adm | — | — | — | $5.8M | 2.9% | |
| COLUMBIA TRUST DIVIDEND INC MS AMERIPRISE TRUST COMPANY · EIN 87-1854339 / PN 090 | Common Collective Trust | — | — | $5.8M | 2.9% | |
| JPMorgan US Equity R6 | — | — | — | $5.5M | 2.8% | |
| RELIANCE/METLIFE STABLE 25053 CL 0 METLIFE · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $5.2M | 2.6% | |
| Vanguard Small Cap Index Adm | — | — | — | $5.1M | 2.5% | |
| MFS INTERNATIONAL GROWTH CLASS MSG GREAT GRAY · EIN 99-1068696 / PN 001 | Common Collective Trust | — | — | $4.6M | 2.3% | |
| American Funds American Funds 2030 Trgt Date Retire R6 | — | — | — | $4.2M | 2.1% | |
| Charles Schwab Personal Choice Retirement Account (Other Funds) | — | — | — | $3.6M | 1.8% | |
| American Funds American Funds American Balanced R6 | — | — | — | $3.5M | 1.8% | |
| American Funds American Funds 2020 Trgt Date Retire R6 | — | — | — | $3.4M | 1.7% | |
| American Funds American Funds 2025 Trgt Date Retire R6 | — | — | — | $3.1M | 1.6% | |
| MFS MID CAP GROWTH CLASS MSG GREAT GRAY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $3.0M | 1.5% | |
| Prudential PGIM High Yield R6 | — | — | — | $2.8M | 1.4% | |
| WESTERN ASSET CORE BD R2 WESTERN ASSET CORE BOND · EIN 82-4408926 / PN 373 | Common Collective Trust | — | — | $2.6M | 1.3% | |
| Participant loans through 2029 | — | — | — | $2.2M | 1.1% | |
| Congress Small Cap Growth Instl | — | — | — | $2.2M | 1.1% | |
| Cohen & Steers Cohen & Steers Real Estate Sec Z | — | — | — | $2.0M | 1.0% | |
| Allspring Special Small Cap Val R6 | — | — | — | $1.9M | 1.0% | |
| Allspring Special Mid Cap Val R6 | — | — | — | $1.6M | 0.8% | |
| American Funds American Funds New World R6 | — | — | — | $1.4M | 0.7% | |
| Blackrock Global Allocation K | — | — | — | $866K | 0.4% | |
| American Funds American Funds 2010 Trgt Date Retire R6 | — | — | — | $753K | 0.4% | |
| American Funds American Funds Inflation Linked Bond R-6 | — | — | — | $724K | 0.4% | |
| PIMCO International Bond (USD-Hdg) Instl | — | — | — | $676K | 0.3% | |
| State Street Bank & Trust Company Cash Reserve Account | — | — | — | $257K | 0.1% | |
| 2024 participant contributions transferred late to the Plan | — | — | — | $160K | <0.1% | |
| WILMINGTON/CLEARBRIDGE SM CP GR R2 WILMINGTON TRUST · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $0 | <0.1% |