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Original filing (PDF)20251009160949NAL0006889921001
GORALEIGH
Form 5500
FILING_RECEIVED
GORALEIGH PENSION PLAN
Defined-benefit pension plan
Signals · 2
35% in single holdingNo recordkeeper disclosed
Active participants
237
Accounts w/ balance
—
Plan assets (EOY)
$21.5M
Net assets (EOY)
$21.5M
How this plan invests
This plan
1 pooled trust
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
82
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Stable Asset Fund II Guaranteed insurance contract" is 35% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GORALEIGH.
Plan sponsor
Name
GORALEIGH
EIN
75-1626932
Address
RATP DEV USA, INC. · 300 THROCKMORTON STREET, SUITE 670 · FORT WORTH, TX · 76102
Phone
(855) 488-7287
Industry
Transportation & Warehousingsee all
Plan administrator
Name
RETIREMENT COMMITTEE
EIN
75-1626932
City
RALEIGH, NC
Phone
(919) 996-3878
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
1B · Flat-dollar DB formula
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $64K | — |
Investments
12 direct securities · 1 pooled fund· $35.4M(100% of reported assets)
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.
Uncategorized
$21.5M
12 holdings
Pooled Separate Account
$13.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $13.9M | 64.6% | |
| Stable Asset Fund II Guaranteed insurance contract | — | — | $6.9M | $7.6M | 35.4% | |
| Dodge & Cox Income I DB " | — | — | $3.1M | $3.2M | 15.1% | |
| Vanguard Wellington Admiral DB " | — | — | $1.5M | $2.6M | 12.1% | |
| DFA Intl Core Equity I " | — | — | $1.0M | $1.3M | 6.0% | |
| JPMorgan Large Cap Growth R6 " | — | — | $751K | $1.1M | 5.1% | |
| Fidelity 500 Index " | — | — | $585K | $1.1M | 5.0% | |
| MFS Mid Cap Value R6 " | — | — | $673K | $1.0M | 4.8% | |
| JPMorgan Equity Income R6 " | — | — | $797K | $1.0M | 4.8% | |
| Voya Small Cap Growth I " | — | — | $767K | $839K | 3.9% | |
| DFA US Targeted Value I Pooled separate account | — | — | $492K | $833K | 3.9% | |
| Carillon Eagle MC Growth R6 " | — | — | $286K | $425K | 2.0% | |
| T.Rowe Price New Horizons I DB " | — | — | $323K | $423K | 2.0% |