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Original filing (PDF)20251001094021NAL0013007809001
GRAN QUARTZ, LP
Form 5500
FILING_RECEIVED
PEARLMAN GROUP 401(K) PLAN
401(k) retirement plan
Active participants
295
Accounts w/ balance
336
Plan assets (EOY)
$15.4M
Net assets (EOY)
$15.4M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRAN QUARTZ, LP.
Plan sponsor
Name
GRAN QUARTZ, LP
EIN
58-2368164
Address
455 SATELLITE BOULEVARD · SUWANEE, GA · 30024
Phone
(770) 723-8270
Industry
Wholesale Tradesee 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
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BENNETT THRASHER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $33K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $30K | — |
Investments
33 direct securities · 1 pooled fund· $15.3M(99% 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
$15.1M
33 holdings
Common Collective Trust
$159K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Trgt Date Retire R6 110,015 # | — | — | — | $1.9M | 12.4% | |
| American Funds 2045 Trgt Date Retire R6 71,791 # | — | — | — | $1.5M | 9.9% | |
| American Funds 2040 Trgt Date Retire R6 58,865 # | — | — | — | $1.2M | 7.9% | |
| American Funds 2025 Trgt Date Retire R6 78,885 # | — | — | — | $1.2M | 7.8% | |
| American Funds 2050 Trgt Date Retire R6 49,890 # | — | — | — | $1.0M | 6.8% | |
| American Funds 2035 Trgt Date Retire R6 51,359 # | — | — | — | $978K | 6.4% | |
| Fidelity 500 Index 4,345 # | — | — | — | $887K | 5.8% | |
| Fidelity Large Cap Growth Index 19,746 # | — | — | — | $773K | 5.0% | |
| American Funds 2055 Trgt Date Retire R6 28,042 # | — | — | — | $741K | 4.8% | |
| Mfs Growth R6 3,603 # | — | — | — | $733K | 4.8% | |
| Vanguard Small Cap Index Adm 4,268 # | — | — | — | $491K | 3.2% | |
| Vanguard Information Technology Idx Adm 1,413 # | — | — | — | $450K | 2.9% | |
| Jpmorgan Equity Income R6 17,749 # | — | — | — | $425K | 2.8% | |
| Fidelity Mid Cap Index 10,582 # | — | — | — | $357K | 2.3% | |
| American Funds Europacific Gr R6 6,404 # | — | — | — | $344K | 2.2% | |
| American Funds New World R6 3,928 # | — | — | — | $302K | 2.0% | |
| Vanguard Small Cap Growth Index Admiral 2,964 # | — | — | — | $292K | 1.9% | |
| Fidelity Large Cap Value Index 15,573 # | — | — | — | $282K | 1.8% | |
| Vanguard Real Estate Index Admiral 1,356 # | — | — | — | $171K | 1.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $159K | 1.0% | |
| American Funds 2020 Trgt Date Retire R6 10,971 # | — | — | — | $148K | 1.0% | |
| Fidelity International Index 2,979 # | — | — | — | $142K | 0.9% | |
| T. Rowe Price Health Sciences I 1,730 # | — | — | — | $138K | 0.9% | |
| John Handcock Bond R6 7,956 # | — | — | — | $106K | 0.7% | |
| Vanguard Small Cap Value Index Admiral 1,213 # | — | — | — | $103K | 0.7% | |
| American Century Mid Cap Value R6 4,737 # | — | — | — | $74K | 0.5% | |
| American Funds 2060 Trgt Date Retire R6 3,987 # | — | — | — | $71K | 0.5% | |
| American Beacon Small Cap Value R6 2,752 # | — | — | — | $68K | 0.4% | |
| Pimco Income Instl 5,359 # | — | — | — | $56K | 0.4% | |
| Great-west T. Rowe Price Mid Cap Gr Instmxykx 8,756 # | — | — | — | $46K | 0.3% | |
| Janus Henderson Triton I 1,023 # | — | — | — | $28K | 0.2% | |
| Fidelity US Bond Index 1,285 # | — | — | — | $13K | <0.1% | |
| Blackrock Inflation Prted Bd Blackrock Kbplbx 1,285 # | — | — | — | $12K | <0.1% | |
| American Funds 2010 Trgt Date Retire R6 929 # | — | — | — | $11K | <0.1% |
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