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Original filing (PDF)20240315064431NAL0000301552001
GRANITE GROUP RETIREMENT LLC
Form 5500
FILING_RECEIVED
GRANITE GROUP 401(K) PEP
401(k) retirement plan
Signals · 2
Late filing · 4.0 moNo recordkeeper disclosed
Active participants
215
Accounts w/ balance
187
Plan assets (EOY)
$15.6M
Net assets (EOY)
$15.6M
Plan health score (directional)
88
/ 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
84
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 4.0 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRANITE GROUP RETIREMENT LLC.
Plan sponsor
Name
GRANITE GROUP RETIREMENT LLC
EIN
84-1975097
Address
1 LANDMARK SQUARE · STE 426 · STAMFORD, CT · 06901
Phone
(203) 210-7814
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
020
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2024-03-15
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)
2W · Pooled employer plan (PEP)
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANITE GROUP ADVISORS, LLC | 90-0116073 | — | ADVISOR | $15K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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