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Original filing (PDF)20251002082456NAL0000193985001
GRACE MANAGEMENT GROUP, LLC
Form 5500
FILING_RECEIVED
GRACE MANAGEMENT GROUP, LLC 401(K) PLAN
401(k) retirement plan
Active participants
181
Accounts w/ balance
179
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
How this plan invests
This plan
10 pooled trusts
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRACE MANAGEMENT GROUP, LLC.
Plan sponsor
Name
GRACE MANAGEMENT GROUP, LLC
EIN
58-2448324
Address
951 S. PINE STREET, STE. 200 · SPARTANBURG, SC · 29302
Phone
(864) 515-9515
Industry
Professional & Technical Servicessee 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
2025-10-02
Pension benefit codes
2A · Age/service weighted or new comparability
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
SWAIMBROWN PA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMER | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST HEARTLAND CONSULTANTS | — | LAKE ST LOUIS, MO | INVESTMENT ADVISOR | $6K | — |
Investments
16 direct securities · 10 pooled funds· $3.2M(98% 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
$2.4M
16 holdings
Common Collective Trust
$833K
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Annuity Ins Co of Amer American Funds 2040 Tgt Dt Retire R6 | — | — | — | $632K | 19.5% | |
| Empower Annuity Ins Co of Amer American Funds 2030 Tgt Dt Retire R6 | — | — | — | $349K | 10.8% | |
| PUTNAM RETIRE ADV 2050 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $253K | 7.8% | |
| Empower Annuity Ins Co of Amer Ishare S&P 500 Index K | — | — | — | $222K | 6.9% | |
| Empower Annuity Ins Co of Amer American Funds 2035 Tgt Dt Retire R6 | — | — | — | $171K | 5.3% | |
| PUTNAM RETIRE ADV 2065 X PUTNAM INVESTMENTS CIT · EIN 85-3582370 / PN 274 | Common Collective Trust | — | — | $156K | 4.8% | |
| PUTNAM RETIRE ADV TRST 2055 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $153K | 4.7% | |
| PUTNAM RETIRE ADV 2045 X PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $153K | 4.7% | |
| Empower Annuity Ins Co of Amer American Funds 2025 Tgt Dt Retire R6 | — | — | — | $132K | 4.1% | |
| Empower Annuity Ins Co of Amer Fidelity Advisor Equity Growth Z | — | — | — | $122K | 3.8% | |
| PUTNAM RETIRE ADV 2060 X PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $117K | 3.6% | |
| Empower Annuity Ins Co of Amer Clearbridge Select IS | — | — | — | $114K | 3.5% | |
| Empower Annuity Ins Co of Amer American Funds 2020 Tgt Dt Retire R6 | — | — | — | $110K | 3.4% | |
| Empower Annuity Ins Co of Amer JPMorgan U.S. Equity R6 | — | — | — | $95K | 2.9% | |
| Empower Annuity Ins Co of Amer Fidelity Advisor Investment Gr Bd Z | — | — | — | $89K | 2.8% | |
| Empower Annuity Ins Co of Amer JPMorgan U.S. Value R6 | — | — | — | $86K | 2.7% | |
| Empower Annuity Ins Co of Amer MFS International Equity R6 | — | — | — | $71K | 2.2% | |
| Empower Annuity Ins Co of Amer T. Rowe Price Mid-Cap Value I | — | — | — | $65K | 2.0% | |
| Empower Annuity Ins Co of Amer EI Fixed Acct-Series Class I, 1.45 int rate | — | — | — | $55K | 1.7% | |
| Empower Annuity Ins Co of Amer Fidelity Advisor Small Cap Z | — | — | — | $22K | 0.7% | |
| Empower Annuity Ins Co of Amer Fidelity Advisor Strategic Income Z | — | — | — | $15K | 0.4% | |
| PUTNAM RETIRE ADV TRUST MAT X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIRE ADV TRUST 2025 X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIRE ADV 2040 X PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIRE ADV 2030 X PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIRE ADV 2035 X PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $0 | <0.1% |
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