Great Gray Trust Company, LLC (EIN 99-1579274) files Form 5500 as a direct filing entity (DFE) — a pooled investment vehicle such as a collective trust, master trust, or 103-12 entity that employer plans invest in, not an employer-sponsored plan. Its 18 filings report $84.1M in assets.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Indexselect Income & Growth Retirement Fund | 012 | 0 | $20.5M |
| Indexselect Income & Growth 2035 Fund | 008 | 0 | $16.3M |
| Indexselect Income & Growth 2045 Fund | 009 | 0 | $12.5M |
| Indexselect Income & Growth 2055 Fund | 010 | 0 | $7.5M |
| Indexselect Income 2035 Fund | 002 |
99-1579274 is the Employer Identification Number (EIN) Great Gray Trust Company, LLC reports on its Form 5500 filings as a direct filing entity. DFEs are pooled investment vehicles — collective trusts, master trusts, and similar entities — that file their own Form 5500 so the employer plans investing in them can reference it on Schedule D. A DFE has no employees or participants of its own.
Find other employers in the same state on Nevada EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
| 0 |
| $7.4M |
| Indexselect Income & Growth 2025 Fund | 007 | 0 | $5.4M |
| Indexselect Income Retirement Fund | 006 | 0 | $4.4M |
| Indexselect Income 2045 Fund | 003 | 0 | $2.8M |
| Indexselect Income 2025 Fund | 001 | 0 | $2.6M |
| Indexselect Income 2055 Fund | 004 | 0 | $2.4M |
| Indexselect Income & Growth 2065 Fund | 011 | 0 | $1.1M |
| Indexselect Growth 2055 Fund | 016 | 0 | $402K |
| Indexselect Growth 2045 Fund | 015 | 0 | $303K |
| Indexselect Income 2065 Fund | 005 | 0 | $284K |
| Indexselect Growth 2035 Fund | 014 | 0 | $220K |
| Indexselect Growth Retirement Fund | 018 | 0 | $41K |
| Indexselect Growth 2025 Fund | 013 | 0 | $7K |
| Indexselect Growth 2065 Fund | 017 | 0 | $3K |
