Civic Intelligence

Granite Financial Group LLC

Plan context: Granite Financial Group LLC Retirement Plan

EIN 37-1740300 • Brookfield, WI • 12 filings • 1 plans

175 N. Patrick BoulevardSte. 170Brookfield, WI 53045
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$521,356

2025 Contributions

$95,614

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,633,696$816,848$0201420202025YearValue
$521,356Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

530201420202025YearValue
5Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202515$521,356$95,614$19,123iApproximate average salary by contribution assumption: employee only about $478,070 at 4% or $318,713 at 6%; with 50% employer match about $318,713 at 4% or $212,476 at 6%; with 100% employer match about $239,035 at 4% or $159,357 at 6%.
Granite Financial Group LLC Retirement Plan-5$521,356$95,614$19,123iApproximate average salary by contribution assumption: employee only about $478,070 at 4% or $318,713 at 6%; with 50% employer match about $318,713 at 4% or $212,476 at 6%; with 100% employer match about $239,035 at 4% or $159,357 at 6%.
202413$452,796$90,488$30,163iApproximate average salary by contribution assumption: employee only about $754,067 at 4% or $502,711 at 6%; with 50% employer match about $502,711 at 4% or $335,141 at 6%; with 100% employer match about $377,033 at 4% or $251,356 at 6%.
Granite Financial Group LLC Retirement Plan-3$452,796$90,488$30,163iApproximate average salary by contribution assumption: employee only about $754,067 at 4% or $502,711 at 6%; with 50% employer match about $502,711 at 4% or $335,141 at 6%; with 100% employer match about $377,033 at 4% or $251,356 at 6%.
202313$386,623$85,916$28,639iApproximate average salary by contribution assumption: employee only about $715,967 at 4% or $477,311 at 6%; with 50% employer match about $477,311 at 4% or $318,207 at 6%; with 100% employer match about $357,983 at 4% or $238,656 at 6%.
Granite Financial Group LLC Retirement Plan-3$386,623$85,916$28,639iApproximate average salary by contribution assumption: employee only about $715,967 at 4% or $477,311 at 6%; with 50% employer match about $477,311 at 4% or $318,207 at 6%; with 100% employer match about $357,983 at 4% or $238,656 at 6%.
202213$860,834$81,982$27,327iApproximate average salary by contribution assumption: employee only about $683,183 at 4% or $455,456 at 6%; with 50% employer match about $455,456 at 4% or $303,637 at 6%; with 100% employer match about $341,592 at 4% or $227,728 at 6%.
Granite Financial Group LLC Retirement Plan-3$860,834$81,982$27,327iApproximate average salary by contribution assumption: employee only about $683,183 at 4% or $455,456 at 6%; with 50% employer match about $455,456 at 4% or $303,637 at 6%; with 100% employer match about $341,592 at 4% or $227,728 at 6%.
202113$1,633,696$142,853$47,618iApproximate average salary by contribution assumption: employee only about $1,190,442 at 4% or $793,628 at 6%; with 50% employer match about $793,628 at 4% or $529,085 at 6%; with 100% employer match about $595,221 at 4% or $396,814 at 6%.
Granite Financial Group LLC Retirement Plan-3$1,633,696$142,853$47,618iApproximate average salary by contribution assumption: employee only about $1,190,442 at 4% or $793,628 at 6%; with 50% employer match about $793,628 at 4% or $529,085 at 6%; with 100% employer match about $595,221 at 4% or $396,814 at 6%.
202013$1,274,057$140,180$46,727iApproximate average salary by contribution assumption: employee only about $1,168,167 at 4% or $778,778 at 6%; with 50% employer match about $778,778 at 4% or $519,185 at 6%; with 100% employer match about $584,083 at 4% or $389,389 at 6%.
Granite Financial Group LLC Retirement Plan-3$1,274,057$140,180$46,727iApproximate average salary by contribution assumption: employee only about $1,168,167 at 4% or $778,778 at 6%; with 50% employer match about $778,778 at 4% or $519,185 at 6%; with 100% employer match about $584,083 at 4% or $389,389 at 6%.
201914$967,720$140,535$35,134iApproximate average salary by contribution assumption: employee only about $878,344 at 4% or $585,563 at 6%; with 50% employer match about $585,563 at 4% or $390,375 at 6%; with 100% employer match about $439,172 at 4% or $292,781 at 6%.
Granite Financial Group LLC Retirement Plan-4$967,720$140,535$35,134iApproximate average salary by contribution assumption: employee only about $878,344 at 4% or $585,563 at 6%; with 50% employer match about $585,563 at 4% or $390,375 at 6%; with 100% employer match about $439,172 at 4% or $292,781 at 6%.
201813$648,659$134,628$44,876iApproximate average salary by contribution assumption: employee only about $1,121,900 at 4% or $747,933 at 6%; with 50% employer match about $747,933 at 4% or $498,622 at 6%; with 100% employer match about $560,950 at 4% or $373,967 at 6%.
Granite Financial Group LLC Retirement Plan-3$648,659$134,628$44,876iApproximate average salary by contribution assumption: employee only about $1,121,900 at 4% or $747,933 at 6%; with 50% employer match about $747,933 at 4% or $498,622 at 6%; with 100% employer match about $560,950 at 4% or $373,967 at 6%.
201713$565,532$132,164$44,055iApproximate average salary by contribution assumption: employee only about $1,101,367 at 4% or $734,244 at 6%; with 50% employer match about $734,244 at 4% or $489,496 at 6%; with 100% employer match about $550,683 at 4% or $367,122 at 6%.
Granite Financial Group LLC Retirement Plan-3$565,532$132,164$44,055iApproximate average salary by contribution assumption: employee only about $1,101,367 at 4% or $734,244 at 6%; with 50% employer match about $734,244 at 4% or $489,496 at 6%; with 100% employer match about $550,683 at 4% or $367,122 at 6%.
201613$355,278$130,540$43,513iApproximate average salary by contribution assumption: employee only about $1,087,833 at 4% or $725,222 at 6%; with 50% employer match about $725,222 at 4% or $483,481 at 6%; with 100% employer match about $543,917 at 4% or $362,611 at 6%.
Granite Financial Group LLC Retirement Plan-3$355,278$130,540$43,513iApproximate average salary by contribution assumption: employee only about $1,087,833 at 4% or $725,222 at 6%; with 50% employer match about $725,222 at 4% or $483,481 at 6%; with 100% employer match about $543,917 at 4% or $362,611 at 6%.
201513$202,271$131,090$43,697iApproximate average salary by contribution assumption: employee only about $1,092,417 at 4% or $728,278 at 6%; with 50% employer match about $728,278 at 4% or $485,519 at 6%; with 100% employer match about $546,208 at 4% or $364,139 at 6%.
Granite Financial Group LLC Retirement Plan-3$202,271$131,090$43,697iApproximate average salary by contribution assumption: employee only about $1,092,417 at 4% or $728,278 at 6%; with 50% employer match about $728,278 at 4% or $485,519 at 6%; with 100% employer match about $546,208 at 4% or $364,139 at 6%.
201414$125,914$125,106$31,277iApproximate average salary by contribution assumption: employee only about $781,913 at 4% or $521,275 at 6%; with 50% employer match about $521,275 at 4% or $347,517 at 6%; with 100% employer match about $390,956 at 4% or $260,638 at 6%.
Granite Financial Group LLC Retirement Plan-4$125,914$125,106$31,277iApproximate average salary by contribution assumption: employee only about $781,913 at 4% or $521,275 at 6%; with 50% employer match about $521,275 at 4% or $347,517 at 6%; with 100% employer match about $390,956 at 4% or $260,638 at 6%.