Original filing (PDF)20260302132843NAL0003154386001

GRANITE WEALTH MANAGEMENT, LLC

Name: GRANITE WEALTH MANAGEMENT, LLC — GRANITE WEALTH MANAGEMENT 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: GRANITE WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

GRANITE WEALTH MANAGEMENT 401K PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late filing · 3.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$987K

Net assets (EOY)

$987K

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRANITE WEALTH MANAGEMENT, LLC.

Plan sponsor

Name

GRANITE WEALTH MANAGEMENT, LLC

EIN

45-3619454

Address

4101 TULLY ROAD, SUITE 301 · MODESTO, CA · 95356

Phone

(209) 846-0744

Industry

Admin Support & Waste Mgmtsee 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

2026-03-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Admin Support & Waste Mgmt plans

ITMS, INC.

ITMS, INC. 401(K) PLAN

$985K · 22 participants

SUNSET COMPANIES INC.

SUNSET POOLS & SPAS INC. 401(K) PLAN

$984K · 60 participants

INTEGRITY MEDICAL EVALUATIONS, INC.

INTEGRITY MEDICAL EVALUATIONS 401(K) PLAN

$990K · 37 participants

ESTATE OF PAUL MELLON

PAUL MELLON HEALTH CARE PLAN

$991K

WBEC METRO NY AND WBEC GREATER, DMV INC.

WBEC METRO NY AND WBEC GREATER DMV, INC. 403B PLAN

$983K · 16 participants