Original filing (PDF)20260722125131NAL0009534851001

Gray CPA, Inc.

Name: Gray CPA, Inc. — Gray CPA, Inc. 401(k) Plan, Form 5500 (2025)
Creator: Gray CPA, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gray CPA, Inc. 401(k) Plan

401(k) retirement plan · Gray CPA, Inc.'s Gray CPA, Inc. 401(k) Plan held $128K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$128K

Net assets (EOY)

$128K

Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

GRAY CPA, INC.

EIN

34-1539896all filings

Address

24610 DETROIT RD · SUITE 150 · WESTLAKE, OH · 44145

Phone

(440) 333-0555

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Name

401GO, INC.

EIN

88-3928199

City

WEST JORDAN, UT

Phone

(801) 214-2125

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-22

Pension benefit codes

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)

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

2E · Profit-sharing

Service providers (Schedule C)

Small plans don't disclose service providers

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