How big is Granite Financial Partners, LLC's plan?

Granite Financial Partners, LLC's plan reported $510K in assets and 5 participants for 2024.

Original filing (PDF)20251015095224NAL0004510305001

Granite Financial Partners, LLC

Name: Granite Financial Partners, LLC — Granite Financial, Form 5500 (2024)
Creator: Granite Financial Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Granite Financial Partners, LLC 401(k) Plan

401(k) retirement plan · Granite Financial Partners, LLC's Granite Financial Partners, LLC 401(k) Plan held $510K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$510K

Net assets (EOY)

$510K

People on this filing

Jonathan Edwards signed Granite Financial Partners, LLC's 2024 Form 5500 as plan administrator.

Jonathan Edwards — 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 Financial Partners, LLC's EIN is 20-3917294.

EIN 20-3917294

Plan number 002

Plan year 2024

ACK ID 20251015095224NAL0004510305001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Granite Financial Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GRANITE FINANCIAL PARTNERS, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

GRANITE FINANCIAL PARTNERS, LLC

EIN

all filings

Address

388 NASHUA STREET · MILFORD, NH · 030554912

Phone

(603) 554-8551

Industry

Finance & Insurance

Plan administrator