Original filing (PDF)20250726102242NAL0003613667001

BRET A. GREER

Name: BRET A. GREER — TOLEDO CAROLINA, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BRET A. GREER

Form 5500-SF

FILING_RECEIVED

TOLEDO CAROLINA, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRET A. GREER.

Plan sponsor

Name

BRET A. GREER

EIN

57-0546574

Address

PO BOX 12366 · FLORENCE, SC · 295042366

Phone

(843) 669-7503

Industry

Wholesale Tradesee 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

2025-07-26

Pension benefit codes

2E · Profit-sharing

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 providers

Related plans

Similar-size Wholesale Trade plans

CAROLINA AGRI-POWER, LLC

CAROLINA AGRI-POWER, LLC 401(K) PLAN

$4.3M · 64 participants

CIRCLE VALVE TECHNOLOGIES, INC.

CIRCLE VALVE TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN

$4.3M · 8 participants

AMERICAN IV PRODUCTS, INC.

AMERICAN IV PRODUCTS, INC DBA AIV 401(K) PLAN

$4.3M · 33 participants

G-SQUARED ENGINEERED PRODUCTS, INC.

G-SQUARED ENGINEERED PRODUCTS, INC. 401K PLAN

$4.3M · 6 participants

CRANEWORKS, INC.

CRANEWORKS, INC. RETIREMENT PLAN