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Original filing (PDF)20251014083258NAL0001119731001
GREER INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
GREER RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
~147 bps in Sched C feesNo recordkeeper disclosed
Active participants
119
Accounts w/ balance
—
Plan assets (EOY)
$43.6M
Net assets (EOY)
$43.5M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 147 bps in Schedule C fees — 405% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREER INDUSTRIES, INC..
Plan sponsor
Name
GREER INDUSTRIES, INC.
EIN
34-0737241
Address
P.O. BOX 1900 · MORGANTOWN, WV · 26507
Phone
(304) 594-1768
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GROSSMAN YANAK & FORD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BMO HARRIS BANK NA | 36-2085229 | — | NONE | $277K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | NONE | $198K | — |
| BUCK GLOBAL, LLC | 13-3954297 | — | NONE | $163K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.