Susan Brewer signed Gray Construction, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gray Construction, Inc.'s EIN is 61-0990546.
Download the official 2024 Form 5500 (PDF) for Gray Construction, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gray Construction, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $301K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $495 | — |
| NATIONAL FINANCIAL SERVICES |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-3523567 |
| — |
| SECURITIES BROKER |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Instl Index | Mutual Funds | — | — | $27.8M | 13.3% | |
| Dodge & Cox Dodge & Cox Inc I | Mutual Funds | — | — | $23.6M | 11.3% | |
| RELIANCE/METLIFE STABLE 25053 CL 0 METLIFE · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $16.5M | 7.9% | |
| JPMorgan Lg Cap Gr R6 | Other securities | — | — | $14.6M | 7.0% | |
| Schwab Fdmtl Intl Eq Idx | Common Collective Trusts | — | — | $14.2M | 6.8% | |
| John Hancock JHancock3 Disciplined Val R6 | Other securities | — | — | $13.8M | 6.6% | |
| Vanguard Gr Index Instl | Mutual Funds | — | — | $12.5M | 6.0% | |
| Vanguard Small Cap Index Inst | Mutual Funds | — | — | $11.3M | 5.4% | |
| American Funds American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $11.3M | 5.4% | |
| Vanguard Mid Cap Index Instl | Mutual Funds | — | — | $11.0M | 5.3% | |
| T. Rowe Price T. Rowe Price Intl Discovery | Other securities | — | — | $7.6M | 3.7% | |
| Vanguard Inf-Protected Secs Instl | Mutual Funds | — | — | $6.9M | 3.3% | |
| Charles Schwab Instl Personal Choice Retment Account | Mutual Funds | — | — | $5.9M | 2.8% | |
| Self-Brokerage Accounts | Self-Directed Brokerage | — | — | $5.9M | 2.8% | |
| PIMCO Intl Bd (USD-Hdg) Instl | Mutual Funds | — | — | $5.7M | 2.7% | |
| Franklin Templeton Franklin Small Cap Val R6 | Mutual Funds | — | — | $5.1M | 2.4% | |
| Nuveen Real Estate Securities R6 | Mutual Funds | — | — | $4.8M | 2.3% | |
| MassMutual MassMtl Mid Cap Gr I | Other securities | — | — | $4.6M | 2.2% | |
| Loomis Sayles Loomis Sayles Small Cap Gr Instl | Mutual Funds | — | — | $3.9M | 1.9% | |
| Allspring Spec Mid Cap Val R6 | Other securities | — | — | $3.7M | 1.8% | |
| Vanguard Balanced Index Adm | Mutual Funds | — | — | $2.1M | 1.0% | |
| Blackrock Inc Instl | Common Stocks | — | — | $790K | 0.4% | |
| Vanguard InTrmed Trm US Trsry Adm | Mutual Funds | — | — | $671K | 0.3% | |
| Participants Notes Receivable with interest rates of 4.25% to 8.50% | Bonds / Notes | — | — | $55K | <0.1% | |
| State Street Bank & Trust Co. Cash Reserve Account | Cash / Money Market | — | — | $54K | <0.1% | |
| Interest-Bearing Cash | Cash / Money Market | — | — | $54K | <0.1% |
