How big is Granite Bay Wealth Management's plan?

Granite Bay Wealth Management's plan reported $2.0M in assets and 6 participants for 2024.

Original filing (PDF)20250708095932NAL0010920370002

Granite Bay Wealth Management

Name: Granite Bay Wealth Management — Granite Bay Wealth, Form 5500 (2024)
Creator: Granite Bay Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Granite Bay Wealth Management 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Granite Bay Wealth Management's Granite Bay Wealth Management 401(k) Profit Sharing Plan and Trust held $2.0M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Deborah MALM signed Granite Bay Wealth Management's 2024 Form 5500 as plan administrator.

Deborah MALM — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Granite Bay Wealth Management's EIN is 20-3910264.

EIN 20-3910264

Plan number 001

Plan year 2024

ACK ID 20250708095932NAL0010920370002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Granite Bay Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Granite Bay Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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