· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ALAN GRAY LLC — ALAN GRAY LLC 401K PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250528075113NAL0017120338001
ALAN GRAY LLC
Form 5500-SF
FILING_RECEIVED
ALAN GRAY LLC 401K PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
69
Accounts w/ balance
81
Plan assets (EOY)
$10.2M
Net assets (EOY)
$10.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ALAN GRAY LLC
.
Find decision makers
Plan sponsor
Name
ALAN GRAY LLC
EIN
47-3359251
Address
88 BROAD STREET · BOSTON, MA · 02110
Phone
(781) 361-1739
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
MIDSTATES REINSURANCE CORPORATION
MIDSTATES REINSURANCE CORPORATION 401(K) PROFIT SHARING PLAN
$10.2M · 5 participants
FARMERS UNION HOLDING COMPANY
AGRARIA INSURANCE COMPANY PENSION PLAN
$10.2M · 48 participants
THE GOODMAN-GABLE-GOULD COMPANY
THE GOODMAN-GABLE-GOULD COMPANY PROFIT SHARING PLAN AND TRUST
$10.2M · 112 participants
TEXAS PROPERTY & CASUALTY INS
TEXAS PROPERTY & CASUALTY INSURANCE GUARANTY ASSOCIATION
$10.3M · 43 participants
GROUP PLAN SYSTEMS, LLC
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
THE NACC 401(K) POOLED EMPLOYER PLAN
$10.3M · 6,838 participants
COBALT VENTURES, LLC
COBALT 401(K) PLAN
$10.4M · 231 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
