How big is Gregory Management Company LLC's plan?

Gregory Management Company LLC's plan reported $3.3M in assets and 9 participants for 2024.

Original filing (PDF)20250728091502NAL0002938514001

Gregory Management Company LLC

Name: Gregory Management Company LLC — Gregory Management, Form 5500 (2024)
Creator: Gregory Management Company LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gregory Management Co LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Gregory Management Company LLC's Gregory Management Co LLC 401(k) Profit Sharing Plan held $3.3M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Joseph R Gregory signed Gregory Management Company LLC's 2024 Form 5500 as plan administrator.

Joseph R Gregory — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Gregory Management Company LLC's EIN is 61-1459382.

EIN 61-1459382

Plan number 001

Plan year 2024

ACK ID 20250728091502NAL0002938514001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gregory Management Company LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gregory Management Company LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GREGORY MANAGEMENT COMPANY LLC.

Finding similar companies…

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