Original filing (PDF)20250507080153NAL0023318130001

WILLIAM R. GRAY & CO., INC. DBA GRAY BOWEN SCOTT

Name: WILLIAM R. GRAY & CO., INC. DBA GRAY BOWEN SCOTT — WILLIAM R. GRAY & COMPANY, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WILLIAM R. GRAY & CO., INC. DBA GRAY BOWEN SCOTT

Form 5500-SF

FILING_RECEIVED

WILLIAM R. GRAY & COMPANY, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.9M

Net assets (EOY)

$13.9M

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 WILLIAM R. GRAY & CO., INC. DBA GRAY BOWEN SCOTT.

Plan sponsor

Name

WILLIAM R. GRAY & CO., INC. DBA GRAY BOWEN SCOTT

EIN

68-0061821

Address

1320 MT. DIABLO BLVD, SUITE 206 · WALNUT CREEK, CA · 94596

Phone

(925) 937-0980

Industry

Transportation & Warehousingsee 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

2025-05-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

2F · ERISA section 404(c)

Service providers (Schedule C)

Small plans don't disclose service providers

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