Plan Snapshot
- Plan Sponsor: Granite Vna, INC.
- Sponsor EIN: 020222122
- Sponsor Address: 30 PILLSBURY STREET, CONCORD, NH, 03301
- Plan Type: 401(k)
- Total Participants: 411
- Total Assets: $42.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 411 | $42.4M | $1.2M | $2.6M |
| 2023 | 446 | $40.8M | $1.3M | $2.7M |
| 2022 | 451 | $32.9M | $1.2M | $2.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| OSAIC WEALTH, INC. | Investment Advisor | $20,417 | $19,824 | $40,241 |
| USI CONSULTING GROUP | Other Service Provider | $23,728 | — | $23,728 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OSAIC WEALTH, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,969
- Estimated Expense Ratio: 0.151% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $67,047 | $11,669 | $22,136 | — | — |
| 2023 | $50,252 | — | — | — | — |
| 2022 | $67,819 | — | — | — | $67,819 |