Original filing (PDF)20241205142900NAL0003170115001

NATIONAL CUSTOM CORPORATE SERVICES, INC.

Name: NATIONAL CUSTOM CORPORATE SERVICES, INC. — G&A MANAGERS, LLC RETIREMENT PLAN, Form 5500 (2023)
Creator: NATIONAL CUSTOM CORPORATE SERVICES, INC.

Form 5500

FILING_RECEIVED

G&A MANAGERS, LLC RETIREMENT PLAN

401(k) retirement plan

Signals · 4

Late filing · 0.6 moLate participant contributionsNo ERISA fidelity bond~77 bps in Sched C fees

Active participants

350

Accounts w/ balance

248

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

How this plan invests

This plan

11 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 0.6 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 99K (9% of contributions).
No ERISA fidelity bond reported.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NATIONAL CUSTOM CORPORATE SERVICES, INC..

Plan sponsor

Name

NATIONAL CUSTOM CORPORATE SERVICES, INC.

EIN

27-0594306

Address

3015 WINDWARD PLAZA, SUITE 200 · ALPHARETTA, GA · 30005

Phone

(770) 441-1660

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-12-05

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$35K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
HA & W WEALTH MANAGEMENT LLC	—	ATLANTA, GA	INVESTMENT ADVISOR	$14K	—

Investments

11 pooled funds· $1.8M(28% 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.

			% of plan
GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126261 / PN 565	Common Collective Trust	$810K	12.4%
GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126262 / PN 566	Common Collective Trust	$218K	3.3%
GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126265 / PN 569	Common Collective Trust	$211K	3.2%
GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-4126268 / PN 572	Common Collective Trust	$171K	2.6%
GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126264 / PN 568	Common Collective Trust	$134K	2.0%
GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126263 / PN 567	Common Collective Trust	$106K	1.6%
GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126267 / PN 571	Common Collective Trust	$69K	1.1%
GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126266 / PN 570	Common Collective Trust	$67K	1.0%
GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126260 / PN 564	Common Collective Trust	$14K	0.2%
GREAT GRAY TRUST AMERICAN FUNDS 201 GREAT GRAY · EIN 38-4126290 / PN 593	Common Collective Trust	$12K	0.2%
GREAT GRAY TRUST AMERICAN FUNDS 201 GREAT GRAY · EIN 38-4126259 / PN 563	Common Collective Trust	$14	<0.1%