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Original filing (PDF)20251009053621NAL0010376304001
GRANITE BAY CARE, INC.
Form 5500
FILING_RECEIVED
GBC 401(K) PLAN
401(k) retirement plan
Active participants
535
Accounts w/ balance
286
Plan assets (EOY)
$6.8M
Net assets (EOY)
$6.8M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
80
Vendor stack
100
Participation health
80
Knocking points off
- 74 bps in Schedule C fees — modestly above peer band of 52 bps.
- 53% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRANITE BAY CARE, INC..
Plan sponsor
Name
GRANITE BAY CARE, INC.
EIN
11-3734348
Address
64B OLD SUNCOOK ROAD · CONCORD, NH · 03301
Phone
(603) 224-0044
Industry
Health Care & Social Assistancesee 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
2025-10-09
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
BOIVIN & ASSOCIATES CPAS PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $27K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, INC. | 04-2675571 | — | INVESTMENT/FINANCIAL ADVI | $24K | — |
Investments
35 direct securities· $6.2M(91% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $974K | 14.4% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $852K | 12.6% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $816K | 12.1% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $614K | 9.1% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $563K | 8.3% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $478K | 7.1% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $429K | 6.4% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $286K | 4.2% | |
| FID 500 IND | Registered Investment Companies | — | — | $216K | 3.2% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $211K | 3.1% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $192K | 2.8% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $160K | 2.4% | |
| INVESCO DEVELOPING MKTS R6 | Registered Investment Companies | — | — | $43K | 0.6% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $36K | 0.5% | |
| TRP RETIREMENT BALANCED I | Registered Investment Companies | — | — | $30K | 0.4% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $30K | 0.4% | |
| HTFD INTL OPPORTUNITIES R6 | Registered Investment Companies | — | — | $27K | 0.4% | |
| TRP RETIREMENT 2015 I | Registered Investment Companies | — | — | $21K | 0.3% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $20K | 0.3% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $17K | 0.3% | |
| AMERICAN FUNDS CAP INC BLDR R6 | Registered Investment Companies | — | — | $16K | 0.2% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $16K | 0.2% | |
| AB SMALL CAP GROWTH PORT Z | Registered Investment Companies | — | — | $15K | 0.2% | |
| TRP RETIREMENT 2065 I | Registered Investment Companies | — | — | $15K | 0.2% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $13K | 0.2% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $12K | 0.2% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $10K | 0.2% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $8K | 0.1% | |
| VICTORY SMALL CO OPPORTUNITY I | Registered Investment Companies | — | — | $7K | 0.1% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $7K | <0.1% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $7K | <0.1% | |
| THORNBURG LIMITED TERM INC R6 | Registered Investment Companies | — | — | $7K | <0.1% | |
| NEU REAL ESTATE - R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| TRP RETIREMENT 2010 I | Registered Investment Companies | — | — | $2K | <0.1% | |
| FIDELITY REAL ESTATE INDEX | Registered Investment Companies | — | — | $1K | <0.1% |
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