Original filing (PDF)20250725083331NAL0016396738001

GREGORIE, DOUGLAS & CO

Name: GREGORIE, DOUGLAS & CO — GREGORIE, DOUGLAS & CO. DBA GDC 401K PLAN, Form 5500 (2024)
Creator: GREGORIE, DOUGLAS & CO

Form 5500-SF

FILING_RECEIVED

GREGORIE, DOUGLAS & CO. DBA GDC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$839K

Net assets (EOY)

$839K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GREGORIE, DOUGLAS & CO.

Plan sponsor

Name

GREGORIE, DOUGLAS & CO

EIN

57-0955768

Address

1290 SAM RITTENBERG BOULEVARD · CHARLESTON, SC · 29407

Phone

(843) 571-5142

Industry