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Original filing (PDF)20251008140831NAL0003067491001
GREER INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
THE GREER 401(K) PLAN
401(k) retirement plan
Active participants
933
Accounts w/ balance
877
Plan assets (EOY)
$51.4M
Net assets (EOY)
$51.4M
How this plan invests
This plan
4 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 42 bps in Schedule C fees — 161% above peer band of 16 bps.
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
570 CANYON RD. · MORGANTOWN, WV · 26508
Phone
(304) 594-1768
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
007
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
GROSSMAN YANAK & FORD LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $52K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | OTHER | $163K | — |
Investments
18 direct securities · 4 pooled funds· $50.6M(98% 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.
Uncategorized
$34.9M
18 holdings
Pooled Separate Account
$15.8M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH I FUND (PUTNAM) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 274 | Pooled Separate Account | — | — | $7.4M | 14.4% | |
| EAIC Guaranteed Income Fund | — | — | — | $6.8M | 13.2% | |
| Vanguard 500 Index Fund Admiral | — | — | — | $6.4M | 12.4% | |
| WESTERN ASSET CORE BOND (IS PLATFOR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 841 | Pooled Separate Account | — | — | $5.6M | 10.9% | |
| MFS International Diversification Fund R2 | — | — | — | $4.8M | 9.4% | |
| MFS Value Fund Class R6 | — | — | — | $4.1M | 8.0% | |
| Vanguard Balanced Index Fund A | — | — | — | $3.2M | 6.3% | |
| Vanguard Total Stock Market Index Fund Admiral A | — | — | — | $2.1M | 4.0% | |
| American Funds American Funds New World Fund Class R-6 | — | — | — | $1.7M | 3.3% | |
| AllianceBernstein Small Cap Growth Fund AD | — | — | — | $1.7M | 3.2% | |
| AMCENTURY SMALL CAP VALUE (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 849 | Pooled Separate Account | — | — | $1.6M | 3.2% | |
| MID CAP GROWTH / TIMESSQUARE FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 186 | Pooled Separate Account | — | — | $1.1M | 2.2% | |
| Allspring Special Mid Cap Value Fund - Class Inst | — | — | — | $1.1M | 2.2% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $1.1M | 2.1% | |
| Vanguard Small Cap Index Fund Admiral | — | — | — | $1.1M | 2.1% | |
| Fidelity Freedom Index 2045 Instl Prem | — | — | — | $300K | 0.6% | |
| BlackRock Inflation Protected Bond Inv A | — | — | — | $171K | 0.3% | |
| Fidelity Freedom Index 2035 Instl Prem | — | — | — | $156K | 0.3% | |
| DWS RREEF Real Estate Securities Fund A | — | — | — | $110K | 0.2% | |
| PGIM Global Total Return Fund - Class R6 | — | — | — | $60K | 0.1% | |
| PIMCO All Asset Fund A | — | — | — | $30K | <0.1% | |
| Fidelity Freedom Index 2060 Instl Prem 690 Fidelity Freedom Index 2050 Instl Prem | — | — | — | $6K | <0.1% |
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