Great Gray Trust Company, LLC (EIN 99-3382280) 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 9 filings report $92.1M in assets.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Smartgoal by J.P. Morgan 2045 Fund | 006 | 0 | $26.3M |
| Smartgoal by J.P. Morgan 2035 Fund | 004 | 0 | $25.9M |
| Smartgoal by J.P. Morgan Retirement Fund | 001 | 0 | $23.1M |
| Smartgoal by J.P. Morgan 2055 Fund | 008 | 0 | $15.2M |
| Smartgoal by J.P. Morgan 2030 Fund | 003 | 0 |
99-3382280 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?
| $784K |
| Smartgoal by J.P. Morgan 2065 Fund | 010 | 0 | $426K |
| Smartgoal by J.P. Morgan 2040 Fund | 005 | 0 | $203K |
| Smartgoal by J.P. Morgan 2060 Fund | 009 | 0 | $187K |
| Smartgoal by J.P. Morgan 2050 Fund | 007 | 0 | $92K |
