# Granite Wellness Centers 401(k) Plan
Source: https://planprovider.pro/companies/granite-wellness-centers-942275091-001

> Granite Wellness Centers's 401(k) plan: 121 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Granite Wellness Centers

- **Sponsor EIN:** 942275091

- **Sponsor Address:** 406 SUNRISE AVE SUITE 105, ROSEVILLE, CA, 95661

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 121

- **Total Assets:** $1.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|121|$1.1M|$124,255|$230,164|

| 2023|104|$854,738|$108,709|$253,465|

| 2022|124|$722,886|$110,403|$203,258|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$21,509|—|$21,509|

| FERMATA 401K, LLC|Investment Advisor|—|$7,003|$7,003|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $28,512

- **Estimated Expense Ratio:** 2.589% 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|$21,509|—|$21,509|—|—|

| 2023|$18,222|—|$18,222|—|—|

| 2022|$12,189|—|$12,189|—|—|

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