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Original filing (PDF)20251007141159NAL0004888161001
GRANNAS BROTHERS
Form 5500
FILING_RECEIVED
GRANNAS BROTHERS RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
112
Accounts w/ balance
113
Plan assets (EOY)
$14.8M
Net assets (EOY)
$14.8M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRANNAS BROTHERS.
Plan sponsor
Name
GRANNAS BROTHERS
EIN
23-1567643
Address
P.O. BOX 488 · 157 GRANNAS ROAD · HOLLIDAYSBURG, PA · 16648
Phone
(814) 695-5021
Industry
Constructionsee 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
2025-10-07
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
YOUNG, OAKES, BROWN & CO PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | NONE | $20K | — |
| ASSURED PARTNERS NE LLC | 13-3866919 | — | NONE | $1K | — |
| NEXT FINANCIAL GROUP | — | HOUSTON, TX | NONE | $0 | — |
Investments
29 direct securities· $14.4M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NW INV DEST CNSRV R6 | — | — | — | $3.4M | 22.7% | |
| FID 500 INDX | — | — | — | $2.0M | 13.2% | |
| NW FXD SEL OPTN | — | — | — | $1.4M | 9.7% | |
| NW INV DEST MOD R6 | — | — | — | $1.4M | 9.3% | |
| NW INV DEST AGGR R6 | — | — | — | $934K | 6.3% | |
| AMCENT INFL ADJ BD R5 0 AMFDS AM BAL R6 | — | — | — | $802K | 5.4% | |
| AMFDS GR FD AM R6 | — | — | — | $801K | 5.4% | |
| INVSCO COMSTK R5 | — | — | — | $789K | 5.3% | |
| TROWEPR GR STK | — | — | — | $388K | 2.6% | |
| INVSCO MN ST SEL Y | — | — | — | $370K | 2.5% | |
| TROWEPR SCNC TECH | — | — | — | $237K | 1.6% | |
| VNGRD EQ INC ADML | — | — | — | $212K | 1.4% | |
| AMFDS WSHNGTN MUT INV R6 | — | — | — | $181K | 1.2% | |
| NW INV DEST MOD CNSRV R6 | — | — | — | $179K | 1.2% | |
| AMFDS BD FD AM R6 | — | — | — | $178K | 1.2% | |
| VNGRD WLSLY INC ADML | — | — | — | $149K | 1.0% | |
| NW INV DEST MOD AGGR R6 | — | — | — | $147K | 1.0% | |
| VNGRD HLTH CARE ADML | — | — | — | $138K | 0.9% | |
| INVSCO MN ST MDCAP Y | — | — | — | $133K | 0.9% | |
| AB LGCAP GR I | — | — | — | $119K | 0.8% | |
| FNKLNTMP GR ADV | — | — | — | $109K | 0.7% | |
| FNKLNTMP FORGN ADV | — | — | — | $106K | 0.7% | |
| PIMCO INC INST | — | — | — | $102K | 0.7% | |
| BLKRK ADVTGUSTTLMKT INST | — | — | — | $71K | 0.5% | |
| VNGRD MDCAP VAL INDX ADML | — | — | — | $49K | 0.3% | |
| Davis Oppr Y | — | — | — | $38K | 0.3% | |
| TCW TTL RTN BD I | — | — | — | $26K | 0.2% | |
| JPM MDCAP VAL R6 | — | — | — | $15K | 0.1% | |
| FED HRMS GOV OBLGTNS PRMR | — | — | — | $14K | <0.1% |
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