Original filing (PDF)20251013152103NAL0000758515001

GRAY, GRAY & GRAY LLP

Name: GRAY, GRAY & GRAY LLP — GRAY, GRAY & GRAY LLP EMPLOYEES SAVINGS & SECURITY PLAN, Form 5500 (2024)
Creator: GRAY, GRAY & GRAY LLP

Form 5500

FILING_RECEIVED

GRAY, GRAY & GRAY LLP EMPLOYEES SAVINGS & SECURITY PLAN

401(k) retirement plan

Signals · 1

92% in single holding

Active participants

122

Accounts w/ balance

158

Plan assets (EOY)

$19.9M

Net assets (EOY)

$19.9M

How this plan invests

This plan

1 pooled trust

Schedule D

3 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRAY, GRAY & GRAY LLP.

Plan sponsor

Name

GRAY, GRAY & GRAY LLP

EIN

04-2088368

Address

150 ROYALL STREET SUITE 102 · CANTON, MA · 02021

Phone

(781) 407-0300

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

COMPASS 360, LLC

EIN

81-1939215

City

STRATHAM, NH

Phone

(603) 778-9920

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP, INC.	13-3036745	—	RECORDKEEPER	$2K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
MMA SECURITIES	22-3570392	—	INVESTMENT/FINANCIAL ADV	$39K	—

Investments

3 direct securities · 1 pooled fund· $755K(4% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Common Collective Trust

$377K

1 holding

OTHER

$345K

1 holding

Uncategorized

$32K

2 holdings

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	FEDERATED CAP PRES FUND R6 FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001	Common Collective Trust

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