Back to filter
Original filing (PDF)20250814145900NAL0005469299001
GRANITE ROCK COMPANY
Form 5500
FILING_RECEIVED
GRANITEROCK 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
384
Accounts w/ balance
528
Plan assets (EOY)
$132.7M
Net assets (EOY)
$132.7M
How this plan invests
This plan
19 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRANITE ROCK COMPANY.
Plan sponsor
Name
GRANITE ROCK COMPANY
EIN
94-0519560
Address
350 TECHNOLOGY DRIVE · WATSONVILLE, CA · 95076
Phone
(831) 768-2059
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $52K | — |
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | NONE | $50K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $39 | — |
Investments
10 direct securities · 19 pooled funds· $132.7M(100% of reported assets)
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.
Common Collective Trust
$99.9M
19 holdings
Uncategorized
$32.9M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $13.5M | 10.1% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $12.7M | 9.6% | |
| NT S&P 500 INDEX T3 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $12.5M | 9.4% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $12.0M | 9.1% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $11.0M | 8.3% | |
| T ROWE PRICE BLUE CHIP GWTH I Mutual Funds | — | — | — | $10.2M | 7.7% | |
| T ROWE PRICE MID CAP GRWTH I Mutual Funds | — | — | — | $8.9M | 6.7% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $7.8M | 5.8% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $6.4M | 4.8% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $6.2M | 4.7% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $5.1M | 3.8% | |
| INST SMALL-CAP STOCK FUND Mutual Funds | — | — | — | $4.8M | 3.6% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $3.5M | 2.7% | |
| JOHN HANCOCK DISCIPLINE VAL R6 Mutual Funds | — | — | — | $2.9M | 2.2% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $2.4M | 1.8% | |
| maturing through September 2053 -0- | — | — | — | $1.8M | 1.4% | |
| DODGE & COX INCOME X Mutual Funds | — | — | — | $1.7M | 1.3% | |
| NT ALL CTRY EXUS INV MKT ID T3 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $1.2M | 0.9% | |
| TRADELINK INVESTMENTS Self-directed brokerage accounts | — | — | — | $1.1M | 0.8% | |
| NT EXT EQ MRKT IND DC NL T3 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $988K | 0.7% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $986K | 0.7% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $977K | 0.7% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $738K | 0.6% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $722K | 0.5% | |
| NT AGGREGRATE BOND IND NL T3 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $690K | 0.5% | |
| AMERICAN FUNDS EUROPAC GRW R6 Mutual Funds | — | — | — | $658K | 0.5% | |
| MFS INTL INTRINSIC VAL R6 Mutual Funds | — | — | — | $638K | 0.5% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $399K | 0.3% | |
| U.S. TREASURY MONEY FUND Mutual Funds | — | — | — | $36K | <0.1% |
Related plans
Other plans using T ROWE PRICE RPS INC
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTH 401(K) PLAN
$6.8B · 69,032 participants
TD BANK US HOLDING COMPANY
TD 401(K) RETIREMENT PLAN
$6.0B · 32,012 participants
MANUFACTURERS AND TRADERS TRUST CO.
M & T BANK CORPORATION RETIREMENT SAVINGS PLAN
$5.2B · 22,296 participants
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants
CACI INTERNATIONAL, INC.
THE CACI SMART PLAN
$3.9B · 23,471 participants
Similar-size Construction plans
HOLDING COMPANY OF THE VILLAGES, INC.
HOLDING COMPANY OF THE VILLAGES, INC. EMPLOYEES SAVINGS PLAN
$100.4M · 1,912 participants
JOHN R. JURGENSEN & ASSOCIATED COMPANIES
JURGENSEN COMPANIES SALARIED RETIREMENT PLAN
$67.6M · 185 participants
CHILDRESS KLEIN PROPERTIES, INC.
CHILDRESS KLEIN PROPERTIES, INC. 401(K) PLAN
$57.7M · 133 participants
SPS NEW ENGLAND, INC.
SPS NEW ENGLAND, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$51.6M · 176 participants
FHP MANAGEMENT, INC.
F.H. PASCHEN COMPANIES RETIREMENT SAVINGS PLAN
$50.6M · 507 participants
BELZ INVESTCO, G.P.
BELZ INVESTCO 401(K) PROFIT SHARING PLAN
$48.2M · 80 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B