Original filing (PDF)20250127155127NAL0020346768001

GRANITE FINANCIAL GROUP, LLC

Name: GRANITE FINANCIAL GROUP, LLC — GRANITE FINANCIAL GROUP, LLC RETIREMENT PLAN, Form 5500 (2024)
Creator: GRANITE FINANCIAL GROUP, LLC

Form 5500-SF

FILING_RECEIVED

GRANITE FINANCIAL GROUP, LLC RETIREMENT PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$453K

Net assets (EOY)

$453K

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 average account balance (94th percentile).

Decision-maker contacts

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

Plan sponsor

Name

GRANITE FINANCIAL GROUP, LLC

EIN

37-1740300all filings

Address

175 N. PATRICK BOULEVARD · STE. 170 · BROOKFIELD, WI · 53045

Phone

(262) 792-1111

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-01-27

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

TRUE NORTH ADVISORS

TRUE NORTH ADVISORS 401(K) PROFIT SHARING PLAN

$453K · 10 participants

WEALTH SOLUTIONS BY DESIGN

WEALTH SOLUTIONS BY DESIGN 401(K) PLAN

$453K · 4 participants

KEY FINANCIAL GROUP, LLC

KEY FINANCIAL GROUP 401(K) PLAN

$453K · 5 participants

KARAGEORGE FINANCIAL GROUP, LLC

KARAGEORGE FINANCIAL GROUP 401(K) PLAN

$453K · 6 participants

DIRHAM, LLC

BENZER CAPITAL 401(K) PLAN

$453K · 3 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.