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Original filing (PDF)20250917132639NAL0000549217001
GRAND INDUSTRIAL, LLC
Form 5500
FILING_RECEIVED
GRAND TRADITIONS 401(K) PLAN
401(k) retirement plan
Signals · 1
~76 bps in Sched C fees
Active participants
927
Accounts w/ balance
387
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.5M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
65
Knocking points off
- 76 bps in Schedule C fees — 163% above peer band of 29 bps.
- Only 42% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRAND INDUSTRIAL, LLC.
Plan sponsor
Name
GRAND INDUSTRIAL, LLC
EIN
20-5360490
Address
802 EAST 86TH STREET · INDIANAPOLIS, IN · 46240
Phone
(317) 669-8405
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
Pension benefit codes
2A · Age/service weighted or new comparability
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
DONOVAN CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AVANTAX PLANNING PARTNERS | 42-1447865 | DUBUQUE, IA | RECORDKEEPER | $80K | — |
Investments
20 direct securities· $10.4M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Admiral Fund Mutual Fund | — | — | — | $1.8M | 17.2% | |
| Vanguard Equity Income Admiral Fund Mutual Fund | — | — | — | $1.1M | 10.7% | |
| Vanguard Value Index Admiral Fund Mutual Fund | — | — | — | $1.0M | 10.0% | |
| MFS International Diversification Class R6 Fund Mutual Fund | — | — | — | $937K | 9.0% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | — | $807K | 7.7% | |
| Schwab International Index Fund Mutual Fund | — | — | — | $712K | 6.8% | |
| BlackRock Mid-Cap Growth Equity Instl. Fund Mutual Fund | — | — | — | $535K | 5.1% | |
| BlackRock Strategic Opportunities Fund Mutual Fund | — | — | — | $467K | 4.5% | |
| Fidelity Advisor Focused Emerging Markets Fund Mutual Fund | — | — | — | $433K | 4.1% | |
| Avantis US Small Cap Value Fund Mutual Fund | — | — | — | $427K | 4.1% | |
| Invesco Discovery Fund Mutual Fund | — | — | — | $386K | 3.7% | |
| JPMorgan Global Bond Opportunities Fund Mutual Fund | — | — | — | $356K | 3.4% | |
| Cohen & Steers Preferred Sec & Inc Fund Mutual Fund | — | — | — | $339K | 3.2% | |
| Victory Sycamore Established Value Fund Mutual Fund | — | — | — | $314K | 3.0% | |
| Fidelity Long-term Treasury Bond Index Fund Mutual Fund | — | — | — | $279K | 2.7% | |
| John Hancock Investment Grad Bond Fund Mutual Fund | — | — | — | $200K | 1.9% | |
| Fidelity Government Money Market Fund Money Market Fund | — | — | — | $152K | 1.5% | |
| JPMorgan Short Duration Bond Fund Mutual Fund | — | — | — | $49K | 0.5% | |
| Principal Global Real Estate Installation Fund Mutual Fund | — | — | — | $29K | 0.3% | |
| Cash Non-Interest-Bearing Cash | — | — | — | $7K | <0.1% |
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