Back to filter
Original filing (PDF)20251015133514NAL0009498434001
GRANITE LOGISTIC SERVICES, LLC
Form 5500
FILING_RECEIVED
GRANITE LOGISTICS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
126
Accounts w/ balance
133
Plan assets (EOY)
$13.6M
Net assets (EOY)
$13.6M
How this plan invests
This plan
5 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRANITE LOGISTIC SERVICES, LLC.
Plan sponsor
Name
GRANITE LOGISTIC SERVICES, LLC
EIN
45-3233686
Address
705 23RD ST. · SARTELL, MN · 563774774
Phone
(320) 257-3803
Industry
Transportation & Warehousingsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MILLER, WELLE, HEISER & CO. LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $49K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS LLC | 95-3845382 | — | OTHER SERVICES | $0 | — |
Investments
25 direct securities · 5 pooled funds· $13.3M(97% 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
$12.4M
25 holdings
Pooled Separate Account
$831K
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2045 Target Date Retirement R6 Fund | — | — | — | $2.0M | 14.8% | |
| American Funds 2055 Target Date Retirement R6 Fund | — | — | — | $1.9M | 14.2% | |
| Vanguard Growth Indx Adm Fund | — | — | — | $1.5M | 11.2% | |
| American Funds 2050 Target Date Retirement R6 Fund | — | — | — | $1.4M | 10.1% | |
| American Funds 2030 Target Date Retirement R6 Fund | — | — | — | $1.1M | 8.0% | |
| American Funds 2040 Target Date Retirement R6 Fund | — | — | — | $1.1M | 7.8% | |
| Principal Large Cap S&P Index SA-Z | — | — | — | $539K | 4.0% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $539K | 4.0% | |
| Vanguard Value Index Adm Fund | — | — | — | $492K | 3.6% | |
| American Funds 2065 Target Date Retirement R6 Fund | — | — | — | $431K | 3.2% | |
| Vanguard Intl Growth Adm Fund | — | — | — | $332K | 2.4% | |
| American Beacon Small Cap Value R6 Fund | — | — | — | $297K | 2.2% | |
| American Funds 2035 Target Date Retirement R6 Fund | — | — | — | $297K | 2.2% | |
| Principal Mid Cap S&P 400 Index SA-Z | — | — | — | $189K | 1.4% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $189K | 1.4% | |
| Carillon Eagle Mid Cap Growth R6 Fund | — | — | — | $158K | 1.2% | |
| Participant loans, 5.25% to 10.50%, due through July 2029 | — | — | — | $147K | 1.1% | |
| Janus Hederson Triton N | — | — | — | $146K | 1.1% | |
| American Funds New World R6 | — | — | — | $126K | 0.9% | |
| American Funds 2025 Target Date Retirement R6 Fund | — | — | — | $119K | 0.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $81K | 0.6% | |
| DFA International Value I Fund | — | — | — | $58K | 0.4% | |
| Allspring Spec M Cap Value R6 | — | — | — | $53K | 0.4% | |
| AB High Income Z Fund | — | — | — | $14K | <0.1% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $13K | <0.1% | |
| PIMCO Global Bond (USD-Hdg) I Fund | — | — | — | $9K | <0.1% | |
| Principal Diversified International SA-Z | — | — | — | $9K | <0.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $9K | <0.1% | |
| American Funds Bond Fund of America R6 Fund | — | — | — | $3K | <0.1% | |
| American Funds 2070 Target Date Retirement R6 Fund | — | — | — | $1K | <0.1% |