How big is Granite State Wealth Management, LLC's plan?

Granite State Wealth Management, LLC's plan reported $1.2M in assets and 3 participants for 2025.

Original filing (PDF)20260305101155NAL0006358912001

Granite State Wealth Management, LLC

Name: Granite State Wealth Management, LLC — Granite State, Form 5500 (2025)
Creator: Granite State Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Granite State Wealth Management 401(k) Plan

401(k) retirement plan · Granite State Wealth Management, LLC's Granite State Wealth Management 401(k) Plan held $1.2M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Granite State Wealth Management, LLC's EIN is 04-3711799.

EIN 04-3711799

Plan number 001

Plan year 2025

ACK ID 20260305101155NAL0006358912001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Granite State Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Granite State Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GRANITE STATE WEALTH MANAGEMENT, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score