Scott Fazzina signed Granite Bay Care, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Granite Bay Care, Inc.'s EIN is 11-3734348.
Download the official 2024 Form 5500 (PDF) for Granite Bay Care, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Granite Bay Care, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $27K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, INC. | 04-2675571 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2035 Fund, 46,294 shares | Other securities | — | $46K | $974K | 14.4% | |
| T. Rowe Price Retirement 2045 Fund, 38,267 shares | Other securities | — | $38K | $852K | 12.6% | |
| T. Rowe Price Retirement 2055 Fund, 41,030 shares | Other securities | — | $41K | $816K | 12.1% | |
| Vanguard Federal Money Market Fund, 613,521 shares | Mutual Funds | — | $614K | $614K | 9.1% | |
| Participant loans 5.25% - 10.50% | Bonds / Notes | — | — | $605K | 8.9% | |
| T. Rowe Price Retirement 2025 Fund, 34,045 shares | Other securities | — | $34K | $563K | 8.3% | |
| T. Rowe Price Retirement 2050 Fund, 25,265 shares | Other securities | — | $25K | $478K | 7.1% | |
| T. Rowe Price Retirement 2040 Fund, 14,045 shares | Other securities | — | $14K | $429K | 6.4% | |
| T. Rowe Price Retirement 2030 Fund, 11,156 shares | Other securities | — | $11K | $286K | 4.2% | |
| Fidelity 500 Index Fund, 1,058 shares | Common Collective Trusts | — | $1K | $216K | 3.2% | |
| JPMorgan U.S. Equity Fund, 8,435 shares | Other securities | — | $8K | $211K | 3.1% | |
| T. Rowe Price Retirement 2020 Fund, 10,340 shares | Other securities | — | $10K | $192K | 2.8% | |
| American Funds New Perspective Fund, 2,567 shares | Mutual Funds | — | $3K | $160K | 2.4% | |
| Invesco Developing Markets Fund, 1,124 shares | Mutual Funds | — | $1K | $43K | 0.6% | |
| MFS Mid Cap Growth Fund, 1,134 shares | Mutual Funds | — | $1K | $36K | 0.5% | |
| T. Rowe Price Retirement Balance Fund, 2,271 shares | Other securities | — | $2K | $30K | 0.4% | |
| PGIM High Yield Fund, 6,243 shares | Other securities | — | $6K | $30K | 0.4% | |
| Hartford International Opportunities Fund, 1,411 shares | Other securities | — | $1K | $27K | 0.4% | |
| T. Rowe Price Retirement 2015 Fund, 1,652 shares | Other securities | — | $2K | $21K | 0.3% | |
| MFS Growth Fund, 101 shares | Mutual Funds | — | — | $20K | 0.3% | |
| Fidelity Small Cap Index Fund, 625 shares | Common Collective Trusts | — | — | $17K | 0.3% | |
| American Funds Capital Income Builder Fund, 236 shares | Mutual Funds | — | — | $16K | 0.2% | |
| American Funds Balanced Fund, 470 shares | Mutual Funds | — | — | $16K | 0.2% | |
| AB Small Cap Growth Portfolio, 203 shares | Other securities | — | — | $15K | 0.2% | |
| Fidelity Mid Cap Index Fund, 378 shares | Common Collective Trusts | — | — | $13K | 0.2% | |
| Vanguard Equity Income Fund, 137 shares | Mutual Funds | — | — | $12K | 0.2% | |
| T. Rowe Price Retirement 2060 Fund, 615 shares | Other securities | — | — | $10K | 0.2% | |
| PIMCO International Bond Fund, 789 shares | Mutual Funds | — | — | $8K | 0.1% | |
| Victory Small Company Opportunity Fund, 150 shares | Common Stocks | — | — | $7K | 0.1% | |
| PGIM Total Return Bond Fund, 570 shares | Other securities | — | — | $7K | <0.1% | |
| MFS Mid Cap Value Fund, 212 shares | Mutual Funds | — | — | $7K | <0.1% | |
| Thornburg Limited Term Income Fund, 522 shares | Other securities | — | — | $7K | <0.1% | |
| Neuberger Berman Real Estate Fund, 239 shares | Registered Investment Companies | — | — | $3K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% | |
| T. Rowe Price Retirement 2010 Fund, 105 shares | Registered Investment Companies | — | — | $2K | <0.1% | |
| Fidelity Real Estate Index, 91 shares | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $24K |
| — |
