Granite Comfort LP's EIN is 84-1883539.
Download the official 2023 Form 5500 (PDF) for Granite Comfort LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Granite Comfort LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $26K | — |
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $26K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FREE INDX 2030 IP | Registered Investment Companies | — | — | $1.2M | 16.5% | |
| PIMCO INCOME FUND - INSTL 663 REGISTERED INVESTMENT COMPANY FID FREE INDX 2040 IP | Registered Investment Companies | — | — | $920K | 12.6% | |
| FID FREE INDX 2055 IP | Registered Investment Companies | — | — | $863K | 11.8% | |
| FID FREE INDX 2050 IP | Registered Investment Companies | — | — | $848K | 11.6% | |
| FID FREE INDX 2035 IP | Registered Investment Companies | — | — | $686K | 9.4% | |
| FID FREE INDX 2045 IP | Registered Investment Companies | — | — | $592K | 8.1% | |
| FID FREE INDX 2060 IP | Registered Investment Companies | — | — | $389K | 5.3% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $291K | 4.0% | |
| FID ADV EQUITY GROWTH - Z | Registered Investment Companies | — | — | $178K | 2.4% | |
| FID FREE INDX 2025 IP | Registered Investment Companies | — | — | $115K | 1.6% | |
| FID FREE INDEX 2065 IP | Registered Investment Companies | — | — | $115K | 1.6% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $97K | 1.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $85K | 1.2% | |
| TRPRICE DIVIDEND GROWTH | Registered Investment Companies | — | — | $85K | 1.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $76K | 1.0% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $75K | 1.0% | |
| MFS INTERNATIONAL EQUITY R6 | Registered Investment Companies | — | — | $71K | 1.0% | |
| PUTNAM SM CAP GWTHR6 | Registered Investment Companies | — | — | $64K | 0.9% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $59K | 0.8% | |
| JPMORGAN SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $58K | 0.8% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $54K | 0.7% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $51K | 0.7% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $49K | 0.7% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $46K | 0.6% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $45K | 0.6% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $38K | 0.5% | |
| BLACKROCK HIGH YIELD BOND K | Registered Investment Companies | — | — | $37K | 0.5% | |
| INVESCO CORE BOND R6 68 REGISTERED INVESTMENT COMPANY AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $28K | 0.4% | |
| AMERICAN FUNDS INT GR & INC R6 | Registered Investment Companies | — | — | $21K | 0.3% | |
| PIMCO TOTAL RETURN FUND II - I | Registered Investment Companies | — | — | $17K | 0.2% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $15K | 0.2% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $15K | 0.2% | |
| FID FREE INDX INCOME IP | Registered Investment Companies | — | — | $14K | 0.2% | |
| BAIRD MIDCAP GROWTH INST | Registered Investment Companies | — | — | $12K | 0.2% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $3K | <0.1% | |
| INVESCO INTERMED BOND FACT R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOWLINE FINANCIAL LLC | 84-1748632 | — | INVESTMENT/FINANCIAL ADVI | $18K | — |
| BOWLINE FINANCIAL LLC | 84-1748632 | — | INVESTMENT/FINANCIAL ADVI | $18K | — |
