Peter Racette signed Granite Associates, L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Granite Associates, L.P.'s EIN is 14-1786059.
Download the official 2024 Form 5500 (PDF) for Granite Associates, L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Granite Associates, L.P.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AF GRTH FUND AMER R4 Mutual Funds | Other securities | — | — | $6.6M | 19.1% | |
| FID 500 INDEX Mutual Funds | Common Collective Trusts | — | — | $4.9M | 14.2% | |
| VANG DIV GROWTH INV Mutual Funds | Other securities | — | — | $4.0M | 11.6% | |
| AMG YACKTMAN FOCUS N Mutual Funds | Other securities | — | — | $2.1M | 6.0% | |
| NYLI MK TOT RTN BD I Mutual Funds | Other securities | — | — | $2.1M | 6.0% | |
| FID MID CAP IDX Mutual Funds | Common Collective Trusts | — | — | $2.0M | 5.9% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.9M | 5.6% | |
| Fidelity Brokerage Link Account Self Directed Brokerage | Self-Directed Brokerage | — | — | $1.8M | 5.2% | |
| VANG GLOBAL EQ INV Mutual Funds | Other securities | — | — | $1.6M | 4.8% | |
| FID FREEDOM 2030 K Mutual Funds | Mutual Funds | — | — | $1.6M | 4.6% | |
| AF EUROPAC GRTH R4 Mutual Funds | Other securities | — | — | $1.5M | 4.2% | |
| PIMCO INCOME ADM Mutual Funds | Mutual Funds | — | — | $1.1M | 3.1% | |
| FID FREEDOM 2050 K Mutual Funds | Mutual Funds | — | — | $819K | 2.4% | |
| FID FREEDOM 2040 K Mutual Funds | Mutual Funds | — | — | $771K | 2.2% | |
| BLKRK UNCNSTRD EQ I Mutual Funds | Other securities | — | — | $431K | 1.2% | |
| VANG VMMR-FED MMKT Interest Bearing Cash | Cash / Money Market | — | — | $339K | 1.0% | |
| ABDN EMERG MKTS INST Mutual Funds | Other securities | — | — | $320K | 0.9% | |
| Notes receivable from participants Bearing interest at 3.25%-9.5% - | Bonds / Notes | — | — | $191K | 0.6% | |
| FID FREEDOM 2020 K Mutual Funds | Mutual Funds | — | — | $163K | 0.5% | |
| FID FREEDOM 2060 K Mutual Funds | Mutual Funds | — | — | $162K | 0.5% | |
| FID FREEDOM 2010 K Mutual Funds | Mutual Funds | — | — | $96K | 0.3% | |
| ARTISAN HIGH INC ADV Mutual Funds | Common Stocks | — | — | $69K | 0.2% | |
| FID FREEDOM INC K Mutual Funds | Mutual Funds | — | — | $1K | <0.1% |
