How big is Granite Financial Group, LLC's plan?

Granite Financial Group, LLC's plan reported $312K in assets and 4 participants for 2023.

Original filing (PDF)20240722091929NAL0016017168001

Granite Financial Group, LLC

Name: Granite Financial Group, LLC — Granite Financial, Form 5500 (2023)
Creator: Granite Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Granite Financial Group 401(k) Plan

401(k) retirement plan · Granite Financial Group, LLC's Granite Financial Group 401(k) Plan held $312K in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$312K

Net assets (EOY)

$312K

Plan identifiers

Granite Financial Group, LLC's EIN is 45-5052010.

EIN 45-5052010

Plan number 001

Plan year 2023

ACK ID 20240722091929NAL0016017168001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Granite Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Granite Financial Group, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

GRANITE FINANCIAL GROUP, LLC

EIN

all filings

Address

162 NORTH MAIN STREET, STE 200 · BARRE, VT · 05641

Phone

(802) 476-3235

Industry

Finance & Insurance

Plan administrator