Original filing (PDF)20251003170916NAL0000923795001

GRACE STAKEHOLDER INVESTMENTS, INC.

Name: GRACE STAKEHOLDER INVESTMENTS, INC. — GRACE STAKEHOLDER INVESTMENTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: GRACE STAKEHOLDER INVESTMENTS, INC.

Form 5500

FILING_RECEIVED

GRACE STAKEHOLDER INVESTMENTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 2

83% in single holdingNo recordkeeper disclosed

Active participants

164

Accounts w/ balance

216

Plan assets (EOY)

$20.6M

Net assets (EOY)

$19.3M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRACE STAKEHOLDER INVESTMENTS, INC..

Plan sponsor

Name

GRACE STAKEHOLDER INVESTMENTS, INC.

EIN

83-2940558

Address

614 SR 247 · RUSSELLVILLE, AR · 728028408

Phone

(479) 968-5455

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

2P · Leveraged ESOP

2Q · S-corporation ESOP

2E · Profit-sharing

2I · Stock bonus

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

LB CARLSON, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $20.6M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Unallocated – 829,268 shares	—	—	$1.2M	$17.1M	82.9%
	Investments, Inc. Allocated – 170,732 shares	—	—	$256K	$3.5M	17.1%

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