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Original filing (PDF)20251010123704NAL0007724049001
GRANICUS, LLC
Form 5500
FILING_RECEIVED
GRANICUS, LLC 401(K)
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,169
Accounts w/ balance
1,200
Plan assets (EOY)
$57.1M
Net assets (EOY)
$57.1M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 35 bps in Schedule C fees — 120% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRANICUS, LLC.
Plan sponsor
Name
GRANICUS, LLC
EIN
41-1941088
Address
1152 15TH NW · STE 800 · WASHINGTON, DC · 20005
Phone
(651) 726-7313
Industry
Professional & Technical Servicessee 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
2025-10-10
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $127K | — |
| WHEELER RETIREMENT PLANS, LLC | — | DULUTH, MN | NONE | $74K | — |
Investments
27 direct securities · 1 pooled fund· $57.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$56.5M
27 holdings
Common Collective Trust
$560K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $8.8M | 15.4% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $8.6M | 15.1% | |
| Vanguard S&P 500 ETF Vanguard 0 | — | — | — | $7.9M | 13.8% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $6.1M | 10.7% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $5.1M | 8.9% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $3.8M | 6.6% | |
| American Funds American Balanced R6 American Funds 0 | — | — | — | $2.5M | 4.3% | |
| JPMorgan Growth Advantage R6 JP Morgan 0 | — | — | — | $2.5M | 4.3% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.9M | 3.3% | |
| Vanguard Small Cap Index ETF Vanguard 0 | — | — | — | $1.4M | 2.4% | |
| Vanguard Mid Cap Index ETF Vanguard 0 | — | — | — | $1.1M | 2.0% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $1.1M | 1.8% | |
| JPMorgan U.S. Value R6 JPMorgan 0 | — | — | — | $983K | 1.7% | |
| Vanguard Total Bond Market ETF Vanguard 0 | — | — | — | $847K | 1.5% | |
| DFA Real Estate Securities Portfolio I DFA 0 | — | — | — | $717K | 1.3% | |
| Vanguard Total International Stock ETF Vanguard 0 | — | — | — | $698K | 1.2% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $658K | 1.2% | |
| METLIFE GAC-25053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $560K | 1.0% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $537K | 0.9% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $470K | 0.8% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $366K | 0.6% | |
| Vanguard FTSE Emerging Markets ETF Vanguard 0 | — | — | — | $333K | 0.6% | |
| MFS International Diversification R6 MFS 0 | — | — | — | $126K | 0.2% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $49K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $46K | <0.1% | |
| Schwab Self-Direct Invest Fund V Schwab 0 | — | — | — | $31K | <0.1% | |
| Schwab Self-Direct Cash Fund V Schwab 0 | — | — | — | $27K | <0.1% | |
| Loomis Sayles Global Bond Fund N Loomis Sayles 0 | — | — | — | $3K | <0.1% |