How big is Granite Wealth, LLC's plan?

Granite Wealth, LLC's plan reported $5K in assets and 2 participants for 2024.

Original filing (PDF)20251009155805NAL0003731907001

Granite Wealth, LLC

Name: Granite Wealth, LLC — Granite Wealth 401(k) Plan, Form 5500 (2024)
Creator: Granite Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Granite Wealth 401(k) Plan

401(k) retirement plan · Granite Wealth, LLC's Granite Wealth 401(k) Plan held $5K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5K

Net assets (EOY)

$5K

People on this filing

Richard Tatum signed Granite Wealth, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Granite Wealth, LLC's EIN is 83-0633079.

EIN 83-0633079

Plan number 001

Plan year 2024

ACK ID 20251009155805NAL0003731907001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Granite Wealth, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Granite Wealth, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GRANITE WEALTH, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score