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Original filing (PDF)20251015090450NAL0002058979001
GRANITE SOLUTIONS GROUPE, INC.
Form 5500
FILING_RECEIVED
GRANITE SOLUTIONS GROUPE 401K PLAN
401(k) retirement plan
Active participants
136
Accounts w/ balance
276
Plan assets (EOY)
$8.9M
Net assets (EOY)
$8.9M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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
Helping the score
- Below-peer total fees (4 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRANITE SOLUTIONS GROUPE, INC..
Plan sponsor
Name
GRANITE SOLUTIONS GROUPE, INC.
EIN
68-0418934
Address
26565 AGOURA ROAD · SUITE 58 · CALABASAS, CA · 91302
Phone
(415) 610-8889
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
2025-10-15
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)
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
29 direct securities · 1 pooled fund· $8.9M(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.
Registered Investment Companies
$8.3M
29 holdings
Common Collective Trust
$525K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST EQUITY 500 INDEX A | Registered Investment Companies | — | — | $1.8M | 19.9% | |
| JPM US EQUITY FD R3 | Registered Investment Companies | — | — | $890K | 10.0% | |
| AM FND THE GROWTH FND OF AM-R3 | Registered Investment Companies | — | — | $654K | 7.3% | |
| MFS TOTAL RETURN FD - R3 | Registered Investment Companies | — | — | $533K | 6.0% | |
| INVESCO STABLE ASSET - ADP59 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $525K | 5.9% | |
| JPM MID CAP VALUE R3 | Registered Investment Companies | — | — | $484K | 5.4% | |
| STATE ST TARGET RET 2035 R3 | Registered Investment Companies | — | — | $430K | 4.8% | |
| JPM EQ INCOME FD R3 | Registered Investment Companies | — | — | $398K | 4.4% | |
| STATE ST TARGET RET 2030 R3 | Registered Investment Companies | — | — | $363K | 4.1% | |
| INVESCO CORE BND A | Registered Investment Companies | — | — | $322K | 3.6% | |
| MFS INTL DIVERSIFICATION R3 | Registered Investment Companies | — | — | $314K | 3.5% | |
| STATE ST TARGET RET 2050 R3 | Registered Investment Companies | — | — | $307K | 3.4% | |
| STATE ST TARGET RET 2040 R3 | Registered Investment Companies | — | — | $303K | 3.4% | |
| STATE ST TARGET RET 2045 R3 | Registered Investment Companies | — | — | $255K | 2.9% | |
| STATE ST SMALLMID CAP EQ IDX A | Registered Investment Companies | — | — | $179K | 2.0% | |
| JANUS HENDERSONTRITON FUND - S | Registered Investment Companies | — | — | $177K | 2.0% | |
| BLACKROCK HIGH YIELD SVC | Registered Investment Companies | — | — | $168K | 1.9% | |
| STATE ST TARGET RET 2020 R3 | Registered Investment Companies | — | — | $159K | 1.8% | |
| JPM US SMALL COMPANY FD R3 | Registered Investment Companies | — | — | $93K | 1.0% | |
| GOLDMAN EMERG MKT EQUITY A | Registered Investment Companies | — | — | $69K | 0.8% | |
| STATE ST AGGREGATE BOND A | Registered Investment Companies | — | — | $67K | 0.8% | |
| STATE ST TARGET RET 2025 R3 | Registered Investment Companies | — | — | $63K | 0.7% | |
| SST GLOBAL AC EQ EX-US IDX A | Registered Investment Companies | — | — | $57K | 0.6% | |
| ALLSPRING SPECIAL SC VAL A | Registered Investment Companies | — | — | $57K | 0.6% | |
| STATE ST TARGET RET 2060 R3 | Registered Investment Companies | — | — | $55K | 0.6% | |
| STATE ST TARGET RET 2055 R3 | Registered Investment Companies | — | — | $54K | 0.6% | |
| GOLDMAN SACHS INFL PROT SEC A | Registered Investment Companies | — | — | $49K | 0.6% | |
| STATE ST TARGET RETIRE R3 | Registered Investment Companies | — | — | $29K | 0.3% | |
| PRINCIPAL REAL ESTATE SEC R3 | Registered Investment Companies | — | — | $14K | 0.2% | |
| STATE ST TARGET RET 2065 R3 | Registered Investment Companies | — | — | $14K | 0.2% |
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