Original filing (PDF)20250519093724NAL0000485089001

GRANDER INVESTMENT MANAGEMENT

Name: GRANDER INVESTMENT MANAGEMENT — GRANDER INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: GRANDER INVESTMENT MANAGEMENT

Form 5500-SF

FILING_RECEIVED

GRANDER INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRANDER INVESTMENT MANAGEMENT.

Plan sponsor

Name

GRANDER INVESTMENT MANAGEMENT

EIN

82-1777954

Address

3414 PEACHTREE RD NE STE 835 · ATLANTA, GA · 303261153

Phone

(206) 992-5657

Industry

Finance & Insurancesee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-19

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

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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