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Original filing (PDF)20251014082336NAL0002396897001
GRACO INTERESTS, INC.
Form 5500
FILING_RECEIVED
GRACO INTERESTS, INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
139
Accounts w/ balance
191
Plan assets (EOY)
$12.0M
Net assets (EOY)
$12.0M
How this plan invests
This plan
5 pooled trusts
Schedule D
27 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 (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRACO INTERESTS, INC..
Plan sponsor
Name
GRACO INTERESTS, INC.
EIN
74-1484850
Address
5910 SCHUMACHER · HOUSTON, TX · 77057
Phone
(832) 754-9414
Industry
Constructionsee 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
2025-10-14
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
CALVETTI FERGUSON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $18K | — |
Investments
22 direct securities · 5 pooled funds· $12.0M(100% 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
$10.2M
22 holdings
Common Collective Trust
$1.8M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement I 2030 I (i) | — | — | — | $1.2M | 10.3% | |
| T. Rowe Price Retirement I 2050 I (i) | — | — | — | $1.2M | 10.0% | |
| PGIM Jennison Mid Cap Growth R6 (i) | — | — | — | $1.2M | 9.9% | |
| BLACKROCK RUSSELL 1000 INDEX FUND R GREAT GRAY · EIN 20-3802223 / PN 002 | Common Collective Trust | — | — | $886K | 7.4% | |
| T. Rowe Price Retirement I 2035 I (i) | — | — | — | $864K | 7.2% | |
| T. Rowe Price Retirement I 2040 I (i) | — | — | — | $844K | 7.1% | |
| T. Rowe Price Retirement I 2045 I (i) | — | — | — | $757K | 6.3% | |
| T. Rowe Price Retirement I 2025 I (i) | — | — | — | $737K | 6.2% | |
| Fidelity Advisor Value Z (i) | — | — | — | $695K | 5.8% | |
| Empower Annuity Insurance Co Fixed Account - Series Class IV (i) | — | — | — | $643K | 5.4% | |
| T. Rowe Price Retirement I 2020 I (i) | — | — | — | $532K | 4.4% | |
| T. Rowe Price Retirement I 2055 I (i) | — | — | — | $476K | 4.0% | |
| BLACKROCK TOTAL RETURN BOND CL 6 GREAT GRAY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $345K | 2.9% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $344K | 2.9% | |
| PIMCO Real Estate Real Return Strategy I (i) | — | — | — | $267K | 2.2% | |
| PIMCO Income Instl (i) 58 PIMCO Rae Global Ex Us Instl (i) | — | — | — | $210K | 1.8% | |
| BLACKROCK RUSSELL 1000 GROWTH INDEX GREAT GRAY · EIN 81-1025041 / PN 012 | Common Collective Trust | — | — | $209K | 1.7% | |
| T. Rowe Price Retirement I 2060 I (i) | — | — | — | $112K | 0.9% | |
| JPMorgan Large Cap Value R6 (i) | — | — | — | $109K | 0.9% | |
| Blackrock Emerging Mkts K (i) 26 Fidelity Advisor International Growth Z (i) | — | — | — | $95K | 0.8% | |
| Franklin Gold And Precious Metals R6 (i) | — | — | — | $67K | 0.6% | |
| Invesco Small Cap Value R6 (i) | — | — | — | $62K | 0.5% | |
| American Funds American Hi Inc Tr R6 (i) | — | — | — | $38K | 0.3% | |
| Ishares Russell Mid-cap Index K (i) | — | — | — | $17K | 0.1% | |
| T. Rowe Price Retirement I 2010 I (i) | — | — | — | $17K | 0.1% | |
| T. Rowe Price Retirement I 2065 I (i) | — | — | — | $17K | 0.1% | |
| BLACKROCK EAFE EQUITY INDEX FEE CL GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $4K | <0.1% |
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