Back to filter
Original filing (PDF)20240328123808NAL0006524834001
GORALEIGH MANAGEMENT SERVICES
Form 5500-SF
FILING_RECEIVED
GORALEIGH MANAGEMENT SERVICES 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
45
Accounts w/ balance
45
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GORALEIGH MANAGEMENT SERVICES.
Plan sponsor
Name
GORALEIGH MANAGEMENT SERVICES
EIN
52-1493194
Address
4104 POOLE ROAD · RALEIGH, NC · 27610
Phone
(919) 996-3900
Industry
Public Administrationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
011
Plan year
2022
Plan year begin
2022-07-01
Tax period
2023-06-30
Filed
2024-03-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Public Administration plans
US OCEAN SAFETY INC.
US OCEAN SAFETY INC. 401K PROFIT SHARING PLAN & TRUST
$1.7M · 13 participants
PAPER AND PACKAGING BOARD
PAPER AND PACKAGING BOARD 401(K) P/S PLAN
$1.7M · 8 participants
SAN CARLOS IRRIGATION & DRAINAGE DISTRICT
SAN CARLOS IRRIGATION & DRAINAGE DISTRICT PROFIT SHARING PLAN
$1.7M · 18 participants
GRASSLAND WATER DISTRICT
GRASSLAND WATER DISTRICT EMPLOYEE RETIREMENT PLAN
$1.7M · 14 participants
SCARBOROUGH SANITARY DISTRICT
401(A) THRIFT PLAN OF SCARBOROUGH SANITARY DISTRICT
$1.7M · 12 participants
FAIRVIEW VOLUNTEER FIRE DEPARTMENT, INC.
FAIRVIEW VOLUNTEER FIRE DEPT 401(K) PLAN
$1.7M · 53 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants