Dhvani Gandhi signed GRAN Quartz, LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
GRAN Quartz, LP's EIN is 58-2368164.
Download the official 2024 Form 5500 (PDF) for GRAN Quartz, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)GRAN Quartz, LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $30K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 Trgt Date Retire R6 110,015 # | Mutual Funds | — | — | $1.9M | 12.4% | |
| American Funds 2045 Trgt Date Retire R6 71,791 # | Mutual Funds | — | — | $1.5M | 9.9% | |
| American Funds 2040 Trgt Date Retire R6 58,865 # | Mutual Funds | — | — | $1.2M | 7.9% | |
| American Funds 2025 Trgt Date Retire R6 78,885 # | Mutual Funds | — | — | $1.2M | 7.8% | |
| American Funds 2050 Trgt Date Retire R6 49,890 # | Mutual Funds | — | — | $1.0M | 6.8% | |
| American Funds 2035 Trgt Date Retire R6 51,359 # | Mutual Funds | — | — | $978K | 6.4% | |
| Fidelity 500 Index 4,345 # | Common Collective Trusts | — | — | $887K | 5.8% | |
| Fidelity Large Cap Growth Index 19,746 # | Mutual Funds | — | — | $773K | 5.0% | |
| American Funds 2055 Trgt Date Retire R6 28,042 # | Mutual Funds | — | — | $741K | 4.8% | |
| Mfs Growth R6 3,603 # | Mutual Funds | — | — | $733K | 4.8% | |
| Vanguard Small Cap Index Adm 4,268 # | Mutual Funds | — | — | $491K | 3.2% | |
| Vanguard Information Technology Idx Adm 1,413 # | Common Collective Trusts | — | — | $450K | 2.9% | |
| Jpmorgan Equity Income R6 17,749 # | Other securities | — | — | $425K | 2.8% | |
| Fidelity Mid Cap Index 10,582 # | Mutual Funds | — | — | $357K | 2.3% | |
| American Funds Europacific Gr R6 6,404 # | Mutual Funds | — | — | $344K | 2.2% | |
| American Funds New World R6 3,928 # | Mutual Funds | — | — | $302K | 2.0% | |
| Vanguard Small Cap Growth Index Admiral 2,964 # | Mutual Funds | — | — | $292K | 1.9% | |
| Fidelity Large Cap Value Index 15,573 # | Mutual Funds | — | — | $282K | 1.8% | |
| Vanguard Real Estate Index Admiral 1,356 # | Mutual Funds | — | — | $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 # | Mutual Funds | — | — | $148K | 1.0% | |
| Fidelity International Index 2,979 # | Mutual Funds | — | — | $142K | 0.9% | |
| T. Rowe Price Health Sciences I 1,730 # | Other securities | — | — | $138K | 0.9% | |
| John Handcock Bond R6 7,956 # | Other securities | — | — | $106K | 0.7% | |
| Vanguard Small Cap Value Index Admiral 1,213 # | Mutual Funds | — | — | $103K | 0.7% | |
| American Century Mid Cap Value R6 4,737 # | Other securities | — | — | $74K | 0.5% | |
| American Funds 2060 Trgt Date Retire R6 3,987 # | Mutual Funds | — | — | $71K | 0.5% | |
| American Beacon Small Cap Value R6 2,752 # | Other securities | — | — | $68K | 0.4% | |
| Pimco Income Instl 5,359 # | Mutual Funds | — | — | $56K | 0.4% | |
| Great-west T. Rowe Price Mid Cap Gr Instmxykx 8,756 # | Other securities | — | — | $46K | 0.3% | |
| Janus Henderson Triton I 1,023 # | Mutual Funds | — | — | $28K | 0.2% | |
| Fidelity US Bond Index 1,285 # | Mutual Funds | — | — | $13K | <0.1% | |
| Blackrock Inflation Prted Bd Blackrock Kbplbx 1,285 # | Other securities | — | — | $12K | <0.1% | |
| American Funds 2010 Trgt Date Retire R6 929 # | Mutual Funds | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
